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Notis

Turn Affinity opportunities into Attio deals

Move new opportunity context into Attio in one step, ready for the next decision or follow-up.

Trigger

Webhook received

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

Action

Create Deal Record

Creates a deal record; a unique-attribute conflict causes an error.

Why this helps

An opportunity can be visible in Affinity but absent from the Attio workspace where the team tracks active work.

  • Create an Attio deal from a received opportunity payload.
  • Keep opportunity tracking near related company and contact work.
  • Avoid manually recreating deal context.

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 create an Attio deal from each qualifying Affinity opportunity payload.
  • 4Pick the Notis webhook trigger and select a run-report destination.
  • 5Test with one real opportunity and review the created deal.

Questions about this workflow

Can this create a deal without an Affinity event trigger?

Yes. The Notis webhook is the trigger. A sender must post the opportunity payload to it.

Does Attio reject duplicate unique values?

Create Deal Record can fail on conflicts of unique attributes. Use this workflow when the payload represents a new deal; for matching updates, use a workflow designed around Find Record and Update Record.

Can Notis infer missing deal details?

Notis can analyze the payload, but any required details that are absent must be supplied by the sender or clarified in the instruction.

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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