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Notis

Bring customer feature requests into Attio

Preserve the customer context behind a feature request where your team can find it before the next check-in.

Trigger

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

Action

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.

Why this helps

Feature requests lose useful customer context when the product backlog is reviewed separately from relationship history.

  • Keep the reason behind a request close to the customer record.
  • Make account reviews more informed.
  • Avoid re-reading Jira just to prepare for a customer conversation.

Setup

Build it in a few focused steps.

  • 1Connect Jira and Attio once in the Notis portal.
  • 2Create an automation and tell Notis to summarize new feature requests on the matching Attio record.
  • 3Pick the Jira New Issue trigger.
  • 4Choose where run reports should go.
  • 5Test with one real feature request.

Questions about this workflow

Does this automation rank or approve feature requests?

No. It records the request context in Attio. Prioritization criteria would need to be supplied separately.

Can it capture a request without a matching Attio record?

The instruction can report unmatched requests. A note needs a valid parent record in Attio.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Jira 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 Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

TriggerInstant

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

New Project

Triggered when a new project is added in Jira

TriggerInstant

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

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

TriggerInstant

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

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

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

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.

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

When this happens · Trigger

Do this · Action

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