Keep template workflow participants connected to Attio
Give repeatable template workflows a reliable relationship trail by ensuring each supplied participant has an Attio person record.
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
People involved in repeated document workflows can be difficult to recognize if their contact details are not captured consistently.
- Create or update a person record from participant details.
- Use a unique attribute to match existing people.
- Make repeat workflow participants easier to find in Attio.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Attio once in the Notis portal.
- 2Create an automation and describe which participant details to maintain in Attio.
- 3Pick the Notis webhook trigger and send the participant details and unique matching attribute.
- 4Choose where run reports should go, then test with one real participant.
Questions about this workflow
Does this require a specific ActiveMerge trigger?
No. ActiveMerge triggers are not listed for this package, so the flow starts with a Notis webhook request.
Can I include context about the template used?
Yes, include the template name or workflow context in the payload and describe how Notis should use it.
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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