Keep audit linked customer records current
Turn recurring compliance reviews into a simple customer record hygiene routine.
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
Customer details drift while teams focus on audits, causing billing and communication friction.
- Catches stale customer information
- Keeps billing records aligned with audit context
- Creates a regular maintenance rhythm
Setup
Build it in a few focused steps.
- 1Connect 21risk and Altoviz once in the Notis portal.
- 2Create an automation named Customer record hygiene review.
- 3Tell Notis to compare supplied 21risk customer details with Altoviz and update only the specified existing customer fields.
- 4Pick notis_cron and set the recurring review schedule.
- 5Choose a report channel, then test with one customer record and an explicit update.
Questions about this workflow
What may be updated?
Only customer information explicitly supplied for update should be changed.
What if the customer is not identified?
The request must provide enough customer context for Altoviz to identify the existing record.
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.
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.
21risk and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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