Keep scheduled prospect discoveries in Attio
Let Notis run your recurring Aeroleads discovery and place useful prospects in Attio.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Why this helps
A good prospect search can sit unfinished when you have to remember to run it and copy results into your CRM.
- Run prospect discovery on a repeatable schedule
- Keep discovered people in Attio
- Avoid re-entering matching records
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 what prospects to discover and to create or update matching Attio people.
- 4Choose a recurring schedule and a run report destination.
- 5Test with one real discovery run.
Questions about this workflow
Can I specify what prospects to find?
Yes. Include the target criteria in the plain-language automation instruction. Aeroleads provides lead discovery and contact enrichment.
Does Aeroleads start this with an event?
No native Aeroleads trigger events are listed. This workflow starts on a Notis schedule.
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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