Reconcile subscriber records on a schedule
Give contact sync a predictable rhythm so records do not depend on someone remembering to copy them over.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Why this helps
Subscriber records and CRM contacts can drift apart when synchronization depends on occasional manual cleanup.
- Create or update Attio people from the subscriber data provided for each run.
- Build a regular contact review into your workflow.
- Reduce manual reconciliation work.
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 process the subscriber data made available for each run and create or update matching Attio people.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real subscriber example and review the resulting Attio record.
Questions about this workflow
Does the schedule fetch ActiveTrail data by itself?
The schedule starts the workflow, but the data must be made available to Notis through a connected source or supplied process. ActiveTrail has no listed native trigger events.
How are matching records handled?
The Assert Person action uses a unique attribute to find and update an existing person or create a person if no match is found.
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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