Route Agile CRM lead submissions into Attio
When an HTTP request supplies lead details, let Notis prepare the matching Attio person record for follow-up.
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
A lead can wait for manual copying when intake data arrives outside your usual CRM routine.
- Start a workflow when a lead payload reaches the Notis webhook.
- Ensure the Attio person exists without avoidable duplicates.
- Move intake details into a relationship workspace promptly.
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 the lead intake outcome in one instruction.
- 3Pick a webhook trigger and choose where run reports go.
- 4Provide the Notis webhook endpoint to the system sending the lead request, then test with one real example.
Questions about this workflow
Does Agile CRM provide the trigger for this?
No. This workflow uses a Notis webhook trigger, which starts when an HTTP request reaches its endpoint.
What should the webhook request include?
Include the lead details Notis needs to identify and create or update the person, using only information available from the submitting system.
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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