Refresh company context across Affinity and Attio
Keep company records useful for relationship work by checking for updates on a routine schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Why this helps
Company facts and identifiers can drift between tools, making outreach and pipeline decisions rely on stale context.
- Update matching companies rather than creating avoidable duplicates.
- Bring available company details into the Attio workspace regularly.
- Reduce manual review of records across tools.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Attio once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis to review available Affinity company details and assert matching Attio companies with the supplied current values.
- 4Choose a Notis cron schedule and run-report destination.
- 5Test on one known company and inspect its Attio record.
Questions about this workflow
How are existing companies matched?
The Assert Company action searches by a unique attribute and updates the company when a match is found.
Will this work if Affinity lacks a company identifier?
It requires a reliable unique attribute to match records confidently. Supply one in the available data or revise the criteria.
Does Affinity provide the scheduled trigger?
No. Notis cron starts this workflow on the schedule you choose.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Attio. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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