Give qualified content leads a deal record
Check for opportunities on a schedule and create a deal when the available details meet your bar.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Deal Record
Creates a deal record; a unique-attribute conflict causes an error.
Why this helps
A qualified inquiry can go unnoticed if nobody returns to the source content workflow to make a CRM opportunity.
- Review available inquiry details regularly.
- Create deals only when the information supports a real opportunity.
- Keep qualified leads visible in the CRM.
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 lead review.
- 3Tell Notis to review available Agility inquiries and create an Attio deal only when the supplied qualification criteria are met.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real inquiry and confirm the deal is appropriate.
Questions about this workflow
Can Notis know our qualification criteria automatically?
No. Include your criteria in the automation instruction, and ensure the inquiry data contains the information needed to apply them.
Will it create a deal if key details are missing?
The instruction can require sufficient information before creating a deal. Missing details should be reported rather than guessed.
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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