Give each new prospect a next step
Move from lead discovery to a specific follow-up task without switching tools to write it down.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Task
Creates a task from plain text, with optional deadline, assignees or linked records.
Why this helps
Prospects are easy to find and just as easy to forget when no next action gets recorded.
- Record a next step while the lead is fresh
- Keep follow-up work in Attio
- Reduce dropped prospect follow-ups
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 an Attio task from each incoming lead, including the available prospect context and a clear next action.
- 4Choose the Notis webhook trigger and a run report destination.
- 5Test with one real lead.
Questions about this workflow
Can Notis decide what the follow-up should be?
You can describe the decision in the instruction. Notis can use the supplied lead details, but any criteria or baseline you want it to apply should be stated.
Can the task link to a person?
Attio tasks support linked records. Ask Notis to find or create the matching person and link the task when the needed record information is available.
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.