Keep project companies consistent across AccuLynx and Attio
Company changes can reach Attio from a project notification, without another round of manual CRM entry.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Why this helps
Company details spread across project and relationship tools can leave your CRM out of date.
- Use a unique company attribute to update a match or create a record.
- Keep project-related company context together in Attio.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Attio once in the Notis portal.
- 2Create an automation from Automations, New Automation, and give it a clear name.
- 3Tell Notis to use incoming project notices with company details to create or update the matching Attio company.
- 4Pick the webhook trigger and choose a report destination.
- 5Test with one real notice that includes company details.
Questions about this workflow
What starts the automation?
An external system must send an HTTP request to the Notis webhook. AccuLynx has no listed trigger event.
What information should the notice include?
Include the company identifier and any company details you want Notis to use. The action uses a unique attribute to find a match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Attio. A trigger fires from one place; an action lands in another.
Acculynx triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Create a note on a record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Create Record
Create a new record.
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Delete Note
Delete a note.
Assert User Record (Create or Update)
Updates a matching user record or creates one if none exists.
Delete Record
Permanently delete a record; this cannot be undone.
Assert Workspace (Create or Update)
Updates a matching workspace record or creates one if none exists.
Connect any two apps with Notis in the middle.
Acculynx and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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