Keep prospect research with the Attio record
Capture the useful context behind a prospect so it is ready when you return to the relationship.
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
Research gets separated from the contact, leaving you to repeat the search or reconstruct why they looked relevant.
- Keep prospect context beside the contact
- Reduce repeated research
- Make handoffs easier to pick up
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 find the matching Attio person and add a note summarizing the supplied Aeroleads research.
- 4Choose the Notis webhook trigger and a run report destination.
- 5Test with a real prospect and its research details.
Questions about this workflow
What information can the note contain?
Ask Notis to summarize the prospect details and enrichment data included in the webhook request.
Does the note create a person if none matches?
This workflow creates a note on a given record. If you want a person created first, include that requirement in the instruction and use the appropriate Attio person action.
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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