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Notis

Bring Affinity investor contacts into Attio

Capture contact updates from Affinity in Attio, so relationship details are ready where you manage follow-up.

Trigger

Webhook received

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

Action

Assert Person Record

Creates or updates a person record using a unique attribute to avoid duplicates.

Why this helps

Investor contact details live in Affinity, while your next steps happen in Attio. Re-entering them creates delays and duplicate records.

  • Create or update a person record without duplicating an existing person.
  • Keep Affinity contact updates close to Attio follow-up work.
  • Reduce manual copying between relationship 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 create or update the matching Attio person when it receives an Affinity contact payload.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Send one real contact example to test the result.

Questions about this workflow

Does Affinity provide a built-in trigger for this workflow?

No Affinity trigger event is listed here. The workflow starts when an HTTP request reaches the Notis webhook, such as a contact payload sent by an agent or integration.

How does it avoid duplicate people?

It uses Attio's Assert Person Record action, which searches by a unique attribute and creates or updates the matching person.

Can it decide which Affinity fields to send?

Describe the outcome in the automation prompt. Notis interprets the received payload; this setup does not use a field-mapping screen.

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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