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Notis

List Attio lists for every new ticket follow-up

Turn a new support request into a clear next destination.

Trigger

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

Action

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.

Why this helps

Follow-up work gets lost when teams are unsure which Attio list owns the relationship.

  • Make follow-up destinations visible
  • Support consistent ownership
  • Reduce handoff ambiguity

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Attio once in the Notis portal.
  • 2Create an automation describing the list discovery outcome.
  • 3Tell Notis to list Attio lists and summarize which appear relevant to the ticket context.
  • 4Pick New Zendesk Ticket and select a report channel.
  • 5Test with one real ticket.

Questions about this workflow

Does this add the ticket to a list?

No. It lists available Attio lists so a later instruction can use the correct destination.

Can relevance be based on ticket content?

Yes. Ask Notis to compare returned list names and descriptions with the ticket details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Zendesk 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 User Created

Triggered when a new user is created in Zendesk.

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

New Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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