Turn qualified prospects into Attio deals
When a prospect meets your criteria, give the opportunity a home in Attio without another manual handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Deal Record
Creates a deal record; a unique-attribute conflict causes an error.
Why this helps
Potential opportunities can remain buried among prospect records because qualification and pipeline entry happen separately.
- Move qualifying leads into deal tracking
- Apply the qualification criteria you specify
- Keep opportunity creation close to discovery
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 your qualification criteria and to create an Attio deal only when a lead meets them.
- 4Choose the Notis webhook trigger and a run report destination.
- 5Test with one qualifying lead and one that should not qualify.
Questions about this workflow
Who defines qualification?
You do. Put the criteria in the instruction because Aeroleads does not provide a listed trigger event or universal qualification baseline.
Can Notis create a deal for every lead?
The instruction can limit deal creation to leads that meet your stated criteria.
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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