Keep account context aligned with campaign research
Bring relevant campaign intelligence into existing company records so your team can prepare with current context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Record
Update an existing record.
Why this helps
Company records do not always reflect what recent campaign research has uncovered, leaving account context stale.
- Add supported campaign context to existing records.
- Keep account research close to relationship data.
- Avoid overwriting fields without evidence.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Attio once in the Notis portal.
- 2Create an automation and describe which existing company context should be refreshed.
- 3Ask Notis to find the matching Attio company and update only fields supported by current Adyntel campaign results.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real company and review the changed fields.
Questions about this workflow
Will it overwrite unrelated company details?
The instruction should limit updates to relevant fields supported by the current research.
What if the matching company is unclear?
Notis should report the ambiguity rather than update a potentially incorrect company.
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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