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Notis

Enrich matching Attio people with lead data

Bring useful contact details into the record you already use to manage the relationship.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Assert Person Record

Creates or updates a person record using a unique attribute to avoid duplicates.

Why this helps

Contact research lives outside Attio, so you have to switch contexts to find the details you need.

  • Bring available enrichment into Attio
  • Update a matching person record
  • Reduce repeated lookups across tools

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 match each incoming lead to an Attio person and assert the person using available contact details.
  • 4Choose the Notis webhook trigger and a run report destination.
  • 5Test with a real lead and confirm the resulting record.

Questions about this workflow

Will this find a person's business email?

Aeroleads supports finding business emails. The instruction can ask Notis to use an email returned in the lead payload when updating the matching person.

What if no person matches?

The Assert Person Record action can create a person when no record matches its unique attribute.

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.

TriggerScheduled

Create Note

Create a note on a record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Assert Company (Create or Update)

Updates a matching company record or creates one if none exists.

ActionInstant

Create Record

Create a new record.

ActionInstant

Assert Person Record

Creates or updates a person record using a unique attribute to avoid duplicates.

ActionInstant

Delete Note

Delete a note.

ActionInstant

Assert User Record (Create or Update)

Updates a matching user record or creates one if none exists.

ActionInstant

Delete Record

Permanently delete a record; this cannot be undone.

ActionInstant

Assert Workspace (Create or Update)

Updates a matching workspace record or creates one if none exists.

ActionInstant

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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