Carry verified company details from review into Attio
Keep company information aligned with what a document review confirms, using the unique match value to find the existing Attio record.
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
Details verified during document review can remain trapped in the review process while the company profile falls behind.
- Update a matching company using its unique attribute.
- Create a company record when no match exists.
- Reduce re-entry of verified company details.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Attio once in the Notis portal.
- 2Create an automation and describe which verified company details Attio should keep.
- 3Pick the Notis webhook trigger and supply the unique matching attribute and reviewed details.
- 4Choose where run reports should go, then test with one real company review.
Questions about this workflow
Should unverified extracted details update the CRM?
Use this flow for details your process considers verified, and include only the fields intended to be applied.
Does this need an ActiveMerge trigger?
No. A Notis webhook starts the workflow when an external tool or backend sends an HTTP request.
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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