Keep important job contacts in your relationship workspace
A regular contact review helps connect the people on your jobs with the relationship history in Attio.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Why this helps
New project contacts can stay outside your CRM and become harder to follow up with later.
- Review available job contacts on a schedule.
- Create or update matching people when a unique identifier is present.
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.
- 3Tell Notis to review available job contacts and ensure relevant people exist in Attio using a unique identifier, avoiding unrelated contacts.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real contact and verify the person record.
Questions about this workflow
Can the workflow tell which people are already in Attio?
The Assert Person action can create or update based on a unique attribute. A reliable match depends on that identifier being available.
How can I limit which contacts get added?
Describe which project contacts matter in your instruction. Notis can only apply criteria you provide or that the source data supports.
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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