Create Attio deals from Trello updates
Capture opportunities when the signal appears.
Trigger
Card Updated Trigger
Triggered when a specific card is updated
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
Potential deals emerge during delivery work and never get recorded in the pipeline.
- Captures opportunities earlier
- Preserves source context
- Reduces pipeline omissions
Setup
Build it in a few focused steps.
- 1Connect Trello and Attio once.
- 2Create an automation that identifies opportunity signals in card updates and creates an Attio deal only when the evidence is sufficient.
- 3Choose Trello Card Updated Trigger for the tracked card.
- 4Select a report channel and test with one qualifying update.
Questions about this workflow
What signals can start a deal?
Describe signals such as a pricing request, expansion discussion, or explicit buying intent in the prompt.
Can it avoid duplicate deals?
Tell Notis to check for an existing matching deal before creating a new one.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Attio. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
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 Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
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.
Trello and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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