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Find the billing contact for active audits

Start each workday with the right contact details for compliance follow-up.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

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.

Why this helps

Contact searches consume attention when audit owners need quick billing or documentation follow-up.

  • Surfaces contact details on a predictable cadence
  • Cuts manual searching across systems
  • Supports faster audit follow-up

Setup

Build it in a few focused steps.

  • 1Connect 21risk and Altoviz once in the Notis portal.
  • 2Create an automation named Audit owner contact check.
  • 3Tell Notis to inspect active 21risk audits, use each provided email, and find the matching Altoviz contact.
  • 4Pick notis_cron and set the recurring schedule.
  • 5Choose a report channel, then test with one audit owner email.

Questions about this workflow

What information is needed?

The audit data must include an email address for the contact lookup.

Does this create a contact?

No. It only searches Altoviz and reports the returned contact details.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 21risk to Altoviz. A trigger fires from one place; an action lands in another.

21risk triggers

Altoviz actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Product

Creates a new product in the altoviz system. this tool allows for the independent creation of a product with all necessary details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Product

This tool allows you to delete an existing product from altoviz. the action permanently removes the product from the system.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

21risk and Altoviz, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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