Turn researched prospects into Attio contacts
When an Agenty run finds someone worth knowing, get their details into Attio without another copy-and-paste task.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Why this helps
Promising prospects get lost between browser research and the CRM when adding them depends on remembering a manual step.
- Create or update a person using the available unique attribute.
- Capture research results while the context is fresh.
- Reduce duplicate contact entry.
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 or update an Attio person from the prospect details returned by Agenty.
- 4Choose a webhook trigger and the channel for run reports.
- 5Test with one real prospect result.
Questions about this workflow
What starts this automation?
A webhook request starts it. Agenty has no listed integration event triggers, so Notis uses its webhook trigger.
Can it avoid duplicate people?
The Assert Person action creates or updates using a unique attribute, when Agenty returns one.
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
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