Build a regular flow of prospects into Attio
Make lead discovery part of a predictable routine, with the results waiting in your Attio people records.
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
Prospecting competes with everything else, so lead generation can happen in bursts and then disappear from your routine.
- Create a repeatable prospecting routine
- Keep discovered people available in Attio
- Spend less time restarting searches from scratch
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 run your prospect criteria, then create or update matching Attio people from the results.
- 4Choose a recurring schedule and a run report destination.
- 5Test with one scheduled discovery run.
Questions about this workflow
Can I change the prospect criteria later?
Yes. Update the automation instruction with the criteria you want Notis to use.
Does this use an Aeroleads event?
No. Aeroleads has no listed trigger events, so Notis cron starts this workflow.
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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