Keep company details current in Attio
When your email workflow has better company details, pass them into the CRM record your team relies on.
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 information gathered during email operations can remain isolated from the CRM, leaving teammates with stale context.
- Create or update a company using a unique matching attribute.
- Keep company context alongside relationship work in Attio.
- Avoid manually re-entering company details.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create or update the Attio company using the unique company value and details supplied in each request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company example and confirm the intended Attio record changed.
Questions about this workflow
Does this discover company details automatically?
No. The webhook request must include the company details you want Notis to pass to Attio.
Why use Assert Company?
It searches by a unique attribute and updates a matching company when found, or creates one when no match exists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Attio. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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