Keep the organization behind a lead visible
Add the organization context alongside prospect research so relationships are easier to understand later.
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
Without company records, it is harder to see when multiple leads connect to the same organization.
- Keep company context in the relationship system
- Update matching organizations
- Make related prospect records easier to understand
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Attio once in Notis.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to create or update an Attio company from company details included with each incoming prospect.
- 4Choose the Notis webhook trigger and a run report destination.
- 5Test with a prospect whose company is represented in the payload.
Questions about this workflow
Does the company action automatically link it to the person?
The Assert Company action creates or updates a company. Ask Notis to link records only if the relevant Attio record relationship details are available.
What if the company is already in Attio?
Assert Company searches by a unique attribute and updates the matching company when found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Attio. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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