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Notis

Keep company research in your CRM

Move company discoveries from an Agenty run into Attio while the source pages and findings are still in view.

Trigger

Webhook received

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

Action

Assert Company (Create or Update)

Updates a matching company record or creates one if none exists.

Why this helps

Company research stays scattered across browser sessions, making it hard to build a reliable pipeline of organizations.

  • Create or update a matching company record.
  • Keep organization research close to your relationship data.
  • Avoid a separate manual CRM entry pass.

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.
  • 3Ask Notis in one instruction to create or update an Attio company using company details returned by Agenty.
  • 4Choose a webhook trigger and where run reports should go.
  • 5Test with one real company result.

Questions about this workflow

Will an existing company be updated?

Yes, the Assert Company action searches by a unique attribute and updates a match when found.

Does this require an Agenty event trigger?

No. Start it with a Notis webhook request because no Agenty trigger events are listed.

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.

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.

Agenty and Attio, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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