Keep client company records aligned
Bring company changes from your content process into the CRM without creating another record for the same business.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Why this helps
Company names, websites, and other details can drift between content operations and the CRM.
- Create or update a company record based on a unique attribute.
- Keep company information aligned with the submitted CMS details.
- Avoid conflict errors from creating a second company with the same unique value.
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 give it a clear name.
- 3Tell Notis to use company details in the webhook request to create or update the matching Attio company by a unique attribute.
- 4Pick the webhook trigger and select a run-report destination.
- 5Test with one real company and check its Attio record.
Questions about this workflow
Can the workflow create a company if it does not exist?
Yes. Attio's Assert Company action creates a company when no record matches the chosen unique attribute, and updates it when a match exists.
Does the CMS automatically send the webhook?
No Agility trigger event is listed here. A webhook request must start the Notis automation.
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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