Keep document merge decisions with the related Attio record
Capture what was merged, why it matters, and what happens next in a short note beside the relevant relationship or deal.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Create a note on a record.
Why this helps
A merged document may be easy to locate while the decisions and next steps behind it are not.
- Summarize document merge context into an Attio note.
- Attach the note to a supplied person, company, or deal record.
- Make decisions and next steps easier to recall.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Attio once in the Notis portal.
- 2Create an automation and instruct Notis to write a concise merge summary as an Attio note.
- 3Pick the Notis webhook trigger and provide merge details and the parent record reference.
- 4Choose where run reports should go, then test with one real merged document.
Questions about this workflow
Can the note attach to a deal?
Yes. Create Note supports person, company, deal, and other record types when the parent record is provided.
What should the summary include?
Provide the source details you want preserved, such as the document purpose, participants, key decision, and next action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Attio. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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