Send company intake details straight to Attio
Turn a submitted company payload into a reliable Attio record, with Notis checking for an existing match first.
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 details can sit in forms or handoffs until someone remembers to add them to the relationship workspace.
- Start company intake from an HTTP request.
- Reduce duplicate companies through an assert action.
- Make submitted company details easier to find in Attio.
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 describe how submitted company details should be handled.
- 3Pick a webhook trigger and choose where run reports go.
- 4Configure the submitting system to send company details to the Notis webhook endpoint, then test with one real example.
Questions about this workflow
Does this trigger automatically fire from Agile CRM?
No. Agile CRM exposes no trigger events here. A webhook starts when an HTTP request is sent to the Notis endpoint.
How can duplicate companies be avoided?
Ask Notis to use a stable unique value present in the request, such as a company domain, when asserting the Attio company.
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
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