Keep company records current as documents move
When company details arrive with a document workflow, send them to Attio to update a matching company or create one when no match exists.
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 gathered for a document can be forgotten before the CRM record is brought up to date.
- Use a unique attribute to look for a matching company.
- Create a company if no matching record is found.
- Carry relevant company details into Attio while processing documents.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Attio once in the Notis portal.
- 2Create an automation and describe how supplied company details should update Attio.
- 3Pick the Notis webhook trigger and include a unique company attribute plus the details to apply.
- 4Choose where run reports should go, then test with one real company payload.
Questions about this workflow
What happens when a matching company exists?
The assert-company action updates the company found with the same value for the matching attribute.
What if there is no match?
The action creates a new company record in Attio.
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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