Remember why a prospect made the list
Keep the reasoning and research behind a lead beside its Attio record for your next conversation.
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
A name without its discovery context makes it hard to remember why you wanted to follow up.
- Preserve the context behind prospect selection
- Make future follow-up easier to prepare
- Reduce rediscovery work
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 relevant Attio record and add a short note with the discovery context included in the request.
- 4Choose the Notis webhook trigger and a run report destination.
- 5Test with one prospect and its discovery details.
Questions about this workflow
Can Notis infer why the lead is a fit?
It can summarize supplied details against criteria you provide. Include those criteria and the relevant research in the instruction or webhook payload.
Where is the context saved?
The Create Note action attaches a note to an existing Attio record.
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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