Turn Agile CRM leads into Attio people records
Review new leads on a schedule and keep their relationship details in Attio, ready for your next conversation.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Why this helps
Leads collected in Agile CRM can be easy to overlook when you work from Attio.
- Reduce duplicate people records with an identity-based upsert.
- Keep new leads visible in the workspace where you manage relationships.
- Avoid manually checking two CRMs for recent contacts.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for lead sync.
- 3Tell Notis to find leads added since its last run and create or update the matching Attio person using available contact details.
- 4Pick a recurring schedule, choose where run reports go, and test with one real lead.
Questions about this workflow
Will this create a duplicate if the person is already in Attio?
The Assert Person action is designed to create or update a person using a unique attribute. Ask Notis to match on a reliable identifier such as email when Agile CRM provides one.
What if a lead has no email address?
Tell Notis to use another reliable unique attribute if available, or report the lead for review instead of guessing.
When this happens · Trigger
Do this · Action
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.
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.
Agile CRM 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.