Turn new prospect details into a useful Attio contact
Capture the signal while it is fresh. Notis can tidy the details and keep your relationship records current.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Why this helps
Inbound details arrive in forms, chats, and notes, leaving founders to clean up records later or lose the lead entirely.
- Create or update a person using the available identifying details
- Summarize supplied context into a concise note on the record when requested
- Reduce manual cleanup after an inquiry
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to normalize the submitted prospect details and ensure the person exists in Attio, preserving only information included in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real example to the webhook and review the resulting record.
Questions about this workflow
Does this run when a prospect submits a form automatically?
It runs when a request reaches its Notis webhook. Your form or another system must send that request.
Will it create duplicate people?
The Assert Person action is designed to create or update a person using a unique attribute. Include a reliable identifier such as an email address when available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Attio. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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