Keep Agiled client companies current in Attio
Turn an Agiled client company update into a current Attio company record, matching on a unique company attribute.
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 drift when project records and the CRM are maintained separately.
- Update an existing company when its matching unique attribute is found.
- Keep project and relationship context aligned across both apps.
- Spend less time re-entering company details.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to create or update the matching Attio company from incoming Agiled client company details.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real company update and review the Attio company record.
Questions about this workflow
What starts this automation?
A Notis webhook starts it when it receives an HTTP request. Agiled has no source trigger event listed for this package.
How does it avoid duplicate companies?
The Assert Company action searches by a unique attribute and updates a match. Include a suitable unique value, such as a domain when available.
Can it add arbitrary custom company fields?
It can only use available Attio attributes and details supplied by the incoming request. Ask Notis to use the relevant values in the prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Attio. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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