Find an Altoviz customer from a secure email request
Answer customer lookup requests with one secure handoff from your vault workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 verification stalls when billing data and secure operational notes live in separate places.
- Shortens customer verification
- Keeps requests in a controlled workflow
- Provides consistent lookup reports
Setup
Build it in a few focused steps.
- 1Connect 1Password and Altoviz in the Notis portal.
- 2Create an automation describing how to search for the supplied customer email.
- 3Choose the Notis webhook trigger.
- 4Choose the channel for run reports.
- 5Test with one real customer email.
Questions about this workflow
What information is required?
The workflow needs a customer email address supplied in the webhook request.
Can it update the customer too?
This workflow only finds the customer. Use a separate approved update workflow for changes.
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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