Bring project opportunities into your deal pipeline
Capture a new opportunity in Attio while its project context is still fresh.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Deal Record
Creates a deal record; a unique-attribute conflict causes an error.
Why this helps
Potential opportunities can get buried among job details and never make it into a pipeline.
- Capture qualifying opportunities in Attio as deals.
- Use provided opportunity details without retyping them.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create an Attio deal only for notices that clearly describe an opportunity, using the available details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real opportunity notice and review the new deal.
Questions about this workflow
Does this update an existing deal?
Create Deal creates a new deal and can fail on unique attribute conflicts. Use this workflow when the notice represents a new opportunity.
Does AccuLynx provide a built-in opportunity trigger?
No listed AccuLynx trigger is available. An external system must send the notice to the Notis webhook.
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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