Capture Agiled expansion signals as Attio deals
Send a client expansion signal from Agiled and have Notis create a deal record with the opportunity details you provide.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Record
Create a new record.
Why this helps
Expansion opportunities are easy to overlook when they surface during delivery work rather than a dedicated sales review.
- Give expansion signals a place in the sales pipeline.
- Keep the project context that surfaced the opportunity.
- Reduce the chance of losing a warm lead between delivery and sales.
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.
- 3Describe which incoming Agiled signals represent expansion opportunities and ask Notis to create an Attio deal.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real opportunity signal and review the deal details.
Questions about this workflow
Does Agiled automatically trigger this workflow?
No Agiled event trigger is provided here. The workflow starts when a Notis webhook receives an HTTP request.
What counts as an expansion signal?
Define your own signals in the automation prompt, such as a client request or a project update that indicates additional work.
Does this add a deal to a specific list?
The listed action creates an Attio deal record. No list-entry action is part of this workflow.
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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