Create Attio people from new Agiled clients
Turn a new client contact from Agiled into an Attio person record, ready for relationship follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Person
Creates a person record; conflicts with unique attributes cause an error.
Why this helps
The first client contact can be missed when onboarding and CRM entry happen in different tools.
- Create a person record as client contact details arrive.
- Reduce manual contact setup during onboarding.
- Make new relationships visible in the CRM sooner.
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 create an Attio person for qualifying new Agiled client contacts.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real new contact and confirm the record in Attio.
Questions about this workflow
What happens if the person already exists?
Create Person can error on conflicts of unique attributes such as email addresses. Use Assert Person if you want matching records updated instead.
What starts the workflow?
A Notis webhook receives an HTTP request from the Agiled-side process you configure.
Does this create the company too?
No. This workflow creates a person record. Use a separate company workflow if you also need company records.
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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