Turn report findings into opportunities your team can assess
Capture the opportunities your team chooses to pursue while the campaign report context is still at hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Deal Record
Creates a deal record; a unique-attribute conflict causes an error.
Why this helps
A report may point to a promising opportunity, but the team can lose that thread before it reaches the sales pipeline.
- Create a deal from a report with a supported opportunity.
- Keep the opportunity traceable to its campaign context.
- Avoid pipeline entries based on unsupported assumptions.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Attio once in the Notis portal.
- 2Create an automation and describe which report findings qualify for a deal.
- 3Ask Notis to retrieve the submitted Adyntel report and create an Attio deal only for a specific opportunity supported by the report.
- 4Pick a webhook trigger and choose where run reports should go.
- 5Test with one real report and inspect the deal record for unsupported details.
Questions about this workflow
Does the automation create a deal for every report?
No. It should create a deal only when the report supports an opportunity that meets your stated criteria.
What if the report lacks deal details?
The deal should include only supported details and leave unavailable values out.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Attio. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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