Keep a prospect's company in Attio
Capture the organization behind each prospect so your contact and company context are easier to find.
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
A contact can make it into your CRM while the company context that explains the opportunity gets left behind.
- Capture company context from prospect data
- Update existing company matches
- Keep prospect organizations organized in Attio
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 use company details in each incoming lead to create or update the matching Attio company.
- 4Choose the Notis webhook trigger and a run report destination.
- 5Test with a lead that includes company information.
Questions about this workflow
What happens if the company already exists?
Attio's Assert Company action can update the company found by a unique matching attribute.
Can this run if a lead has no company details?
Tell Notis in the instruction to skip company creation when the incoming lead does not include enough company information.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Attio.