Keep Attio people records aligned with Affinity
Refresh relationship records on a routine schedule so your contact context stays ready for the next conversation.
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
Contact information drifts when updates are captured in one relationship tool but not reflected in the CRM.
- Update matching Attio people using a unique attribute.
- Reduce duplicate people while refreshing available details.
- Make contact maintenance a recurring background task.
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 review available Affinity contacts and assert matching Attio people with the supplied current details.
- 4Pick a Notis cron schedule and choose where run reports should go.
- 5Test on one known contact and confirm the matching Attio person was updated.
Questions about this workflow
Will this overwrite every Attio field?
Assert Person Record creates or updates using supplied details. State in the prompt which available information should be refreshed.
Can it deduplicate contacts?
It matches using a unique attribute and updates an existing person when found, rather than creating a duplicate.
What if no useful unique attribute is present?
Provide a reliable identifier in the available data. Without one, the correct Attio person cannot be identified confidently.
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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