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Notis

Keep Adtraction conversion context with your Attio relationships

Record conversion details where your team already manages partner relationships, without copying them by hand.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Note

Create a note on a record.

Why this helps

Conversion context can get lost between affiliate reports and the relationship records where follow-up happens.

  • Keep conversion context beside the relevant company or person in Attio.
  • Reduce manual copying between affiliate reporting and relationship management.
  • Create a concise note that is easier to scan later.

Setup

Build it in a few focused steps.

  • 1Connect Adtraction and Attio once in Notis.
  • 2Create an automation in the portal or by telling Notis what you want it to do.
  • 3Ask Notis to summarize each received Adtraction conversion and add a note to the matching Attio record.
  • 4Pick the Notis webhook trigger and provide its endpoint to the system sending the conversion request.
  • 5Choose a run-report channel, then test with one real conversion example.

Questions about this workflow

Does Adtraction start this automation automatically?

Adtraction has no listed trigger event here. The Notis webhook starts the automation when an HTTP request is sent to it.

What should the request include?

Include the conversion details and enough partner information for Notis to identify the related Attio record. Confirm your sender can provide those details.

What if there is no matching Attio record?

The automation should report that it could not confidently identify a record, rather than attaching the note to an uncertain match.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Adtraction to Attio. A trigger fires from one place; an action lands in another.

Adtraction triggers

Attio actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Note

Create a note on a record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Assert Company (Create or Update)

Updates a matching company record or creates one if none exists.

ActionInstant

Create Record

Create a new record.

ActionInstant

Assert Person Record

Creates or updates a person record using a unique attribute to avoid duplicates.

ActionInstant

Delete Note

Delete a note.

ActionInstant

Assert User Record (Create or Update)

Updates a matching user record or creates one if none exists.

ActionInstant

Delete Record

Permanently delete a record; this cannot be undone.

ActionInstant

Assert Workspace (Create or Update)

Updates a matching workspace record or creates one if none exists.

ActionInstant

Connect any two apps with Notis in the middle.

Adtraction and Attio, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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