Capture researched opportunities as deals
Move a credible opportunity into your pipeline while its evidence and context are easy to review.
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
Potential deals often sit in research notes instead of becoming visible pipeline records.
- Create a visible deal from qualifying research.
- Keep opportunity context available for pipeline review.
- Avoid manual re-entry after discovery.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Attio once in Notis.
- 2Create an automation in Automations, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to create an Attio deal only when Agenty returns evidence meeting your stated qualification criteria.
- 4Choose a webhook trigger and where run reports should go.
- 5Test with one real qualified opportunity.
Questions about this workflow
Can the action create a deal with sparse data?
The Create Deal action requires at least one attribute value. Provide enough relevant details in the Agenty result.
Can it decide whether a finding is qualified?
You can state your qualification criteria in the prompt. The criteria should be grounded in the information returned by Agenty.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Attio. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty 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.