Refresh approved Altoviz customer records
Keep customer records aligned with approved operational updates on a cadence that fits your business.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Customer Information
This tool updates an existing customer's information in altoviz. it enables modification of various customer details including contact information, company details, and personal information.
Why this helps
Small customer changes accumulate because nobody owns the repetitive update step.
- Reduces stale customer data
- Creates a repeatable maintenance routine
- Keeps updates visible through reports
Setup
Build it in a few focused steps.
- 1Connect 1Password and Altoviz in the Notis portal.
- 2Create an automation describing the approved customer updates to apply.
- 3Choose the Notis cron trigger and set the recurrence.
- 4Select where update reports should be delivered.
- 5Test one run with a verified customer change.
Questions about this workflow
What information can be refreshed?
The action can update supported customer contact, company and personal information.
Should every scheduled run update records?
Only provide approved changes in the scheduled context and instruct Notis to skip empty or ambiguous updates.
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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