Keep client company details current in Attio
Check company information on a regular rhythm and keep the matching Attio records aligned.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Why this helps
Outdated company details can linger in a CRM when updates are only made during one-off cleanup sessions.
- Review available company data on a recurring schedule.
- Update matching records without creating duplicates for the same unique value.
- Keep company records closer to the source information.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the company refresh.
- 3Tell Notis to compare available Agility company details and create or update matching Attio companies using a unique attribute.
- 4Pick a recurring schedule and select a destination for run reports.
- 5Test with one real company and verify the Attio record.
Questions about this workflow
Can the automation update every company in Attio?
It can act on the Agility company details available to it. Define the intended source set in the instruction and verify the first run.
How are duplicate companies handled?
The Assert Company action checks a unique attribute, then updates a match or creates a record when none is found.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Attio. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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