Keep relationship context beside Attio records
Save the useful context from Affinity where you will look before the next conversation.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Note
Create a note on a record.
Why this helps
Relationship history is hard to use when it is separated from the record you open to prepare for a meeting or follow-up.
- Keep a concise relationship summary attached to its relevant record.
- Make context easier to find during preparation and follow-up.
- Reduce time spent switching between tools to reconstruct history.
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 summarize the incoming Affinity context and add a titled note to the identified Attio record.
- 4Choose the Notis webhook trigger and where run reports should go.
- 5Test with one real payload containing a record identifier and relationship context.
Questions about this workflow
Can the note go on a person, company, or deal?
Yes. Attio Create Note supports a note attached to a record, including people, companies, or deals.
What if the payload does not identify the Attio record?
Provide a record identifier or enough identifying details in the payload and prompt. Notis cannot reliably attach a note when the target is unclear.
Does the automation create notes on its own schedule?
No. It runs when the webhook receives an HTTP request.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Attio.