Refresh Attio people from Agiled client details
Have Notis periodically check available client details in Agiled and ensure matching people exist in Attio.
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
Contact details go stale when no one has time to compare client records across systems.
- Refresh matched person records on a recurring cadence.
- Reduce manual CRM maintenance.
- Use the unique attribute to update existing records instead of creating duplicates.
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.
- 3Ask Notis to review available Agiled client details and create or update matching Attio people.
- 4Choose a recurring Notis schedule and select where run reports should go.
- 5Test with one real client and inspect the person record and run report.
Questions about this workflow
What starts the check?
A recurring Notis schedule starts it. Select the cadence when choosing the cron trigger.
What information will it refresh?
It can use the client details available from Agiled and supported by the Attio action. State which details matter in your instruction.
How are matches handled?
Assert Person looks for a matching unique attribute and updates the record when found, or creates a record when no match exists.
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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