Create a scheduled Attio follow-up review
Set aside one recurring moment to review relationship records that need a human follow-up decision.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Records
This tool lists records from a specific object type in attio. it provides simple pagination support and returns records in the order they were created. for complex filtering, use the findrecord action instead. standard object types include: people, companies, deals, users, workspaces. if you get a 404 error, verify the object type exists using the list objects action first.
Why this helps
Payment and relationship follow-ups can scatter across tools, making it hard to decide what deserves attention next.
- Bring a repeatable relationship review into your routine.
- Reduce the effort of deciding where to start.
- Keep follow-up work visible in a chosen report channel.
Setup
Build it in a few focused steps.
- 1Connect Attio once in the Notis portal; connect Stripe too if your instruction needs Stripe information.
- 2Create an automation in the portal or tell Notis from any channel what outcome you want.
- 3In one instruction, ask Notis to list the relevant Attio records and prepare a review summary using only available record data and any Stripe context you supply.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real example and adjust the instruction based on the report.
Questions about this workflow
Will this automatically know which records need Stripe follow-up?
Only if the necessary status or context exists in Attio or you supply it. Listing records alone does not establish which ones need follow-up.
Can the schedule filter records?
The listed List Records action provides pagination, not complex filtering. Specify the object to review and have Notis analyze the returned data, or provide the criteria and data needed.
Will this change any Attio records?
This workflow lists records and prepares a report. If you want updates, define a separate workflow using an appropriate update action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Stripe to Attio. A trigger fires from one place; an action lands in another.
Stripe 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.
Charge Failed Trigger
Triggered when a direct charge fails in Stripe's legacy Charges API
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.
Checkout Session Completed Trigger
Triggered when a checkout session is completed in Stripe
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.
Invoice Payment Succeeded Trigger
Triggered when an invoice payment is successful in Stripe
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.
Payment Intent Failed Trigger
Triggered when a payment intent fails in Stripe
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.
Product Created Trigger
Triggered when a product is created in Stripe
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.
Subscription Added Trigger
Triggered when a subscription is added in Stripe
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.
Stripe and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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