Connect Agile CRM to Attio

When something happens in Agile CRM, Notis takes the next step in Attio. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Agile CRM to Attio

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Keep new Agile CRM leads ready in Attio

On a schedule, find new Agile CRM leads and ensure each person is represented in Attio without creating duplicates.

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Refresh Attio companies from Agile CRM

Have Notis periodically review Agile CRM company details and create or update the corresponding Attio company records.

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Bring useful Agile CRM activity into Attio notes

On a schedule, summarize selected Agile CRM contact or company activity and add a concise note to the matching Attio record.

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Create Attio deals from qualified Agile CRM opportunities

Review Agile CRM opportunities on a schedule and create Attio deal records for opportunities that meet your stated qualification criteria.

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Send submitted Agile CRM lead details to Attio

Start a Notis webhook automation with a lead payload and ensure the person is created or updated in Attio.

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Add submitted company details to Attio

Use a Notis webhook to receive company information and create or update its matching Attio company record.

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Attach submitted interaction summaries to Attio

Accept an interaction payload over a Notis webhook and add a concise note to the related Attio person or company record.

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Create an Attio deal from a submitted opportunity

Start with a submitted opportunity payload and create an Attio deal when it meets your stated qualification criteria.

Supported Triggers and Actions

Notis builds workflows that link Agile CRM to Attio. A trigger fires from one place; an action lands in another.

Agile CRM 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

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.