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Notis

Keep Altoviz customer records current from WhatsApp requests

Customer details arrive in chat. Let Notis interpret the request and update the Altoviz record, then send you a report of what changed.

Trigger

Webhook received

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

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Customer changes get buried in chat, leaving billing records out of date and creating extra follow-up work.

  • Capture customer changes without switching between chat and billing tools.
  • Ask Notis to identify the customer and apply the requested information update.
  • Review a run report to catch missing details or ambiguous requests.

Setup

Build it in a few focused steps.

  • 1Connect 2chat and Altoviz once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it.
  • 3In one instruction, tell Notis to interpret the incoming WhatsApp request, identify the Altoviz customer, update only the requested customer information, and report any ambiguity.
  • 4Choose the Notis webhook trigger and arrange for the relevant chat request data to start it.
  • 5Choose a report channel, then test with one real customer change request.

Questions about this workflow

Does 2chat provide the trigger for this automation?

No. The trigger is a Notis webhook. Arrange for the relevant chat request data to start that webhook.

What happens if the request does not identify a customer clearly?

Tell Notis in the instruction to report the ambiguity instead of guessing which customer to update.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link 2chat to Altoviz. A trigger fires from one place; an action lands in another.

2chat 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.

2chat and Altoviz, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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