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Notis

Turn Todoist contact tasks into Attio people

Capture a new relationship while the context is still fresh.

Trigger

New Task Created

Trigger when a new task is added to Todoist.

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

Contact details buried in task text are easy to forget or re-enter later.

  • Reduces duplicate data entry
  • Keeps new contacts in the relationship system
  • Preserves task context for later follow-up

Setup

Build it in a few focused steps.

  • 1Connect Todoist and Attio once in the Notis portal.
  • 2Create a new automation and name it.
  • 3Tell Notis to create an Attio person when a new Todoist task clearly contains contact details, using only details present in the task.
  • 4Pick Todoist New Task Created as the trigger and choose a report channel.
  • 5Test with one real contact task.

Questions about this workflow

What if the task has no contact details?

Notis can skip it and report that the task did not contain enough information.

Can Notis invent missing fields?

No. It should use only information present in the Todoist task.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Todoist 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 Task Created

Trigger when a new task is added to Todoist.

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

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

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.

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

When this happens · Trigger

Do this · Action

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