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Notis

Keep Affinity companies aligned with Attio

Send company context into Attio as soon as it is available, so research and follow-up start from a shared record.

Trigger

Webhook received

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

Action

Assert Company (Create or Update)

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

Why this helps

Company updates can be easy to miss when Affinity and Attio hold separate copies of the same organization.

  • Create or update Attio companies using a unique matching attribute.
  • Keep company context available in the workspace where follow-up happens.
  • Reduce repeat research caused by scattered organization records.

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.
  • 3In one instruction, ask Notis to create or update the Attio company that matches an incoming Affinity company payload.
  • 4Choose the Notis webhook trigger and a report destination.
  • 5Test with one real company payload and check the Attio record.

Questions about this workflow

What starts the automation?

An HTTP request to the Notis webhook starts it. Affinity has no trigger event listed in this workflow context.

What happens if the company is already in Attio?

The Assert Company action looks for a matching unique attribute and updates an existing company when found.

Does the workflow configure Attio fields for me?

No field-mapping setup is used. Describe the intended update in plain language and include the relevant company details in the payload.

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.

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.

Affinity and Attio, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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