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Notis

Create Attio people from Typeform leads

Convert high intent submissions into clean Attio people records while the context is fresh.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

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

Promising leads stay trapped in form responses until someone enters them by hand.

  • Captures leads while intent is fresh
  • Keeps qualification logic in plain language
  • Reduces duplicate data entry

Setup

Build it in a few focused steps.

  • 1Connect Typeform and Attio once in Notis.
  • 2Create an automation for qualified lead creation.
  • 3Tell Notis which responses count as qualified and what information to include in the new person record.
  • 4Pick New Form Response as the trigger and select a report channel.
  • 5Test with one real qualified submission and review the created record.

Questions about this workflow

Can I qualify submissions using answers across several questions?

Yes. Explain the qualification rule in the prompt using the response content.

Can this avoid creating duplicates?

Ask Notis to find an existing person first and report or update matches according to your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Typeform 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 Form Response

Triggers when a respondent completes and submits the form.

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

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.

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

When this happens · Trigger

Do this · Action

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