Keep Salesforce task context in Attio
Give useful task context a home on the related Attio record, so follow-up starts with the details already in view.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
Completed calls and tasks are easy to forget when their outcome is separated from the relationship record.
- Preserve task context alongside an Attio person or company.
- Make completed interactions easier to find during follow-up.
- Use a prompt to summarize the available Task details.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Attio once in the Notis portal.
- 2Create an automation and describe the note and related Attio record.
- 3Choose the Salesforce Task Created or Completed trigger.
- 4Choose a report destination and test with one real Task.
Questions about this workflow
Does the trigger cover task creation and completion?
Yes. It triggers when a Task is created or when its status changes to Completed. Optional Status or Subject filtering is supported by the trigger.
Can the note go on a person or a company?
Yes. Attio notes can attach to any record type. Tell Notis which related record to use based on available Task details.
Will it capture details that Salesforce does not provide?
No. The note can only use data available from the trigger or information you supply in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Attio. A trigger fires from one place; an action lands in another.
Salesforce triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
List Notes
This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
Connect any two apps with Notis in the middle.
Salesforce and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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