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Notis

Keep contact changes in sync with Attio

Use a Notis webhook to apply changed Agiled contact details to the matching Attio person without routine duplicate cleanup.

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A changed contact detail in project work can leave the CRM outdated until someone notices and edits it.

  • Apply contact changes as they arrive.
  • Create the record if no matching person is found.
  • Reduce duplicate cleanup through unique-attribute matching.

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 use incoming changed contact details to create or update the matching Attio person.
  • 4Choose the Notis webhook trigger and select where run reports should go.
  • 5Test with one real contact change and inspect the matched person record.

Questions about this workflow

How does Attio find the person to update?

Assert Person searches using a unique attribute. Include an appropriate unique value, such as an email address when available.

What if the changed contact has no existing record?

The action creates a new person when it finds no matching record.

Does this detect changes directly in Agiled?

No Agiled trigger events are listed. The workflow starts when the Notis webhook receives the change details.

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.

TriggerScheduled

Create Note

Create a note on a record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Assert Company (Create or Update)

Updates a matching company record or creates one if none exists.

ActionInstant

Create Record

Create a new record.

ActionInstant

Assert Person Record

Creates or updates a person record using a unique attribute to avoid duplicates.

ActionInstant

Delete Note

Delete a note.

ActionInstant

Assert User Record (Create or Update)

Updates a matching user record or creates one if none exists.

ActionInstant

Delete Record

Permanently delete a record; this cannot be undone.

ActionInstant

Assert Workspace (Create or Update)

Updates a matching workspace record or creates one if none exists.

ActionInstant

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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