Reconcile customer email records monthly
A monthly check keeps your customer list aligned with the records used for billing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Customer by Email
This tool allows you to find a customer in altoviz by their email address. this is a standalone action that doesn't require any resource ids or dependencies on other tools.
Why this helps
Customer lists drift over time and create avoidable billing confusion.
- Catch missing customer records
- Keep billing lists dependable
- Reduce last minute corrections
Setup
Build it in a few focused steps.
- 1Connect 0CodeKit and Altoviz in the Notis portal.
- 2Create a monthly customer reconciliation automation.
- 3Tell Notis to search each supplied email in Altoviz, summarize matches, and flag missing or ambiguous records.
- 4Pick the recurring schedule trigger.
- 5Choose a report channel and test with a representative list.
Questions about this workflow
Does reconciliation update records?
No. This workflow searches and reports customer records only.
What list should be checked?
Supply the customer email list used by your billing or operations process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 0CodeKit to Altoviz. A trigger fires from one place; an action lands in another.
0CodeKit triggers
Altoviz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Product
Creates a new product in the altoviz system. this tool allows for the independent creation of a product with all necessary details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Product
This tool allows you to delete an existing product from altoviz. the action permanently removes the product from the system.
Find Contact by Email
This tool allows searching for contacts in altoviz using an email address. the action is independently executable and returns contact details if found.
Find Customer by Email
This tool allows you to find a customer in altoviz by their email address. this is a standalone action that doesn't require any resource ids or dependencies on other tools.
Find Product by Number
This tool allows users to find products in altoviz using the product number. it retrieves detailed product information including id, name, number, description, price, and other relevant metadata. it is a critical operation for product management in altoviz.
Get Classifications List
This tool retrieves a list of classifications from the altoviz platform. classifications are essential for producing accounting registers from user-created invoices. it can fetch all classifications or filter them by type.
Get Units List
This tool retrieves a list of all available units in the altoviz system. units are used for product measurements and quantity specifications in various transactions.
Get VAT Rates
This tool retrieves a list of all available vat rates from altoviz. it's essential for creating and managing invoices and quotes where vat calculations are required. it supports retrieving vat rates, validating them for different regions, and ensuring correct tax calculations in financial documents.
Connect any two apps with Notis in the middle.
0CodeKit and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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