Keep Attio account context current
Important account changes often surface in ordinary correspondence. Notis can update the matching Attio company record with relevant details from a new message.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Update Record
This tool updates an existing record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it uses patch to partially update only the provided fields, leaving other fields unchanged.
Why this helps
Account context goes stale when changes are shared in email but nobody has time to update the CRM.
- Capture clear account changes from normal email conversations.
- Keep company records aligned with new information.
- Avoid a separate account cleanup task for every update.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, tell Notis which account details matter, how to identify the Attio company, and when a change is certain enough to apply.
- 4Choose the Agent Mail New Email Received trigger and select where run reports should go.
- 5Test with one real email containing a clear account detail and review the company record.
Questions about this workflow
What account information should it update?
Name the relevant details available on your Attio company object, and ask Notis to use only explicit information in the email.
Can it update an account based on a forwarded message?
It can analyze the content available in the new email. Instruct it to distinguish the sender from the organization discussed when the message makes that clear.
Will it create an account if there is no match?
This workflow updates an existing record. You can instruct Notis to report when no confident match exists.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Attio. A trigger fires from one place; an action lands in another.
Agent mail triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
New Email Received
Trigger for new emails in an AgentMail inbox
Delete Note
This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.
Delete Record
This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.
Find Record
This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.
Get Object Details
This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.
List Lists
This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.
List Notes
This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
Connect any two apps with Notis in the middle.
Agent mail and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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