Review priority Altoviz customers on a schedule
Keep account reviews focused by preparing customer lookup results automatically.
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
Account reviews lose momentum when customer verification is handled as a separate manual task.
- Prepares account reviews faster
- Reduces lookup repetition
- Makes missing records visible
Setup
Build it in a few focused steps.
- 1Connect 1Password and Altoviz in the Notis portal.
- 2Create an automation listing the customer emails to review and the desired lookup outcome.
- 3Choose the Notis cron trigger and set the cadence.
- 4Select the report channel for review results.
- 5Test one run with a real approved customer email.
Questions about this workflow
Does this modify customer records?
No. It only finds customers by email and reports the returned details.
Can I run it before a weekly review?
Yes. Choose a cron schedule that runs before your review time.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 1password to Altoviz. A trigger fires from one place; an action lands in another.
1password 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.
1password and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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