Keep document request contacts in Attio
Turn a submitted document request into a dependable person record, so the relationship does not disappear into an intake workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Why this helps
A request can be handled promptly while the requester's details never make it into the place you manage relationships.
- Ensure each requester has an Attio person record.
- Match on a unique attribute to update an existing person.
- Reduce a separate contact-entry step after intake.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Attio once in the Notis portal.
- 2Create an automation and describe how to save the requester's supplied details as an Attio person.
- 3Pick the Notis webhook trigger and connect the external request source to send contact details.
- 4Choose where run reports should go, then test with one real request.
Questions about this workflow
Does the webhook come directly from ActiveMerge?
The workflow uses a Notis webhook. An external form, tool, or backend must send the request details to it.
How does it avoid creating a duplicate?
The assert-person action uses a unique attribute to find an existing person and update that record when possible.
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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