Move qualified Agiled leads into Attio
When an Agiled update signals a qualified opportunity, create an Attio deal with the information your team needs to follow through.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Deal Record
Creates a deal record; a unique-attribute conflict causes an error.
Why this helps
A lead can be ready for sales follow-up while still buried in project or client operations.
- Move qualified opportunities into the sales pipeline quickly.
- Use explicit criteria to keep low-intent updates out.
- Preserve the context behind the qualification.
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.
- 3Define what qualifies a lead in one instruction and ask Notis to create an Attio deal for matching updates.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real qualified lead and inspect the deal record.
Questions about this workflow
Can Notis decide whether a lead is qualified?
Yes, it can analyze returned data against criteria you state in the prompt. The source must contain enough evidence to apply those criteria.
What if the request does not include a deal value?
The action requires at least one attribute value. Provide the details available for the new deal.
Does the workflow deduplicate deals?
Create Deal can error on unique-attribute conflicts. For repeated updates, describe a review step and monitor run reports for conflicts.
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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