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Notis

Create Attio deal records from new child pages

Start tracking an opportunity as soon as its working page appears.

Trigger

New Child Page Created

Triggers when a new child page is created under a specific parent page in Confluence.

Action

Create Record

This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.

Why this helps

New opportunity pages can sit outside the CRM until someone remembers to create the deal.

  • Create deal visibility at the source
  • Reduce CRM lag
  • Keep opportunity context attached to the record

Setup

Build it in a few focused steps.

  • 1Connect Confluence and Attio once.
  • 2Create an automation for sales child pages.
  • 3Tell Notis to inspect the page and parent context, search for duplicates, and create a deal only when the page represents a real opportunity.
  • 4Pick the New Child Page Created trigger, set report delivery, and test with one page.

Questions about this workflow

Can the parent page define the sales context?

Yes. Ask Notis to use the parent page title, labels, and content when deciding whether to create a deal.

What happens when required deal details are missing?

Notis can report the page for completion instead of creating an incomplete record.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Confluence triggers

Attio actions

Recurring trigger

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

TriggerScheduled

Create Note

This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Record

This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.

ActionInstant

New Attachment Added

Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.

TriggerPolling

Delete Note

This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.

ActionInstant

Blog Post Added to Label

Triggers when a new blog post is added to a specific label in Confluence.

TriggerPolling

Delete Record

This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.

ActionInstant

Blogpost Inline Comment Added

Triggers when a new inline comment is added to a Confluence blog post.

TriggerPolling

Find Record

This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.

ActionInstant

Blog Post Like Count Changed

Triggers when a Confluence blog post's like count changes (someone likes or unlikes).

TriggerPolling

Get Object Details

This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.

ActionInstant

Blog Post Updated

Triggers when a Confluence blog post is updated (any edit that creates a new version).

TriggerPolling

List Lists

This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.

ActionInstant

Content Restrictions Changed

Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.

TriggerPolling

List Notes

This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).

ActionInstant

Connect any two apps with Notis in the middle.

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

When this happens · Trigger

Do this · Action

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