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Notis

Keep parsed leads moving into Attio

Send a new parsed lead to Notis and keep your Attio people records current with less manual entry.

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

Copying extracted contact details into a CRM creates busywork and can leave promising leads buried in documents.

  • Create or update a person using the parsed contact details.
  • Reduce duplicate contact records by using Attio's assert-person action.
  • Spend less time copying details from extracted documents.

Setup

Build it in a few focused steps.

  • 1Connect Airparser and Attio once in Notis.
  • 2Create an automation in Notis by naming it and describing the outcome in plain language.
  • 3In one instruction, ask Notis to use each incoming parsed lead to create or update the matching Attio person, using a reliable unique contact detail when available.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Send one real parsed lead to the webhook and review the result.

Questions about this workflow

Does Airparser provide a trigger event here?

No Airparser trigger event is listed for this workflow, so it starts from a Notis webhook receiving an HTTP request.

How can this avoid duplicate people?

The Assert Person action creates or updates a person by a unique attribute. Provide a reliable matching detail, such as an email address, in the parsed data.

What if the parsed file has no contact detail?

Notis can only use the information Airparser returns. Ask it to skip records without a reliable unique contact detail and report them for review.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airparser to Attio. A trigger fires from one place; an action lands in another.

Airparser triggers

Attio actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Note

Create a note on a record.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Assert Company (Create or Update)

Updates a matching company record or creates one if none exists.

ActionInstant

Create Record

Create a new record.

ActionInstant

Assert Person Record

Creates or updates a person record using a unique attribute to avoid duplicates.

ActionInstant

Delete Note

Delete a note.

ActionInstant

Assert User Record (Create or Update)

Updates a matching user record or creates one if none exists.

ActionInstant

Delete Record

Permanently delete a record; this cannot be undone.

ActionInstant

Assert Workspace (Create or Update)

Updates a matching workspace record or creates one if none exists.

ActionInstant

Connect any two apps with Notis in the middle.

Airparser and Attio, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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