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Notis

Bring Affinity meeting details into Attio

Put the meeting on the Attio timeline with the context and participants already gathered.

Trigger

Webhook received

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

Action

Create Meeting

Creates a scheduled meeting; email participants may create person and company records, linked asynchronously.

Why this helps

Meeting details and relationship records can be split across tools, leaving preparation to a last-minute search.

  • Create a scheduled Attio meeting from supplied meeting details.
  • Keep participant and linked-record context together where available.
  • Reduce manual calendar-to-CRM re-entry.

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.
  • 3Ask Notis in one instruction to create an Attio meeting from incoming Affinity scheduling details, using only supplied participants and linked records.
  • 4Select the Notis webhook trigger and where run reports should go.
  • 5Test with one real meeting payload and confirm the Attio meeting.

Questions about this workflow

What information is needed?

The payload should include the schedule and any participants or linked records you want included. Missing information must be supplied by the sender.

Does Attio create people automatically from email participants?

The provided event description says email participants may create person and company records, and company linking can happen asynchronously.

Does this watch Affinity calendars directly?

No. It starts from an HTTP request to the Notis webhook; no Affinity trigger event is listed.

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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