Look up the right Altoviz customer from a chat
When a billing question includes an email address, Notis can find the matching Altoviz customer and put the result where your team can review it.
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
Searching for the right customer while answering a chat question adds avoidable context switching and delays.
- Find customer details using the email included in the request.
- Keep the lookup result attached to an automation run report.
- Reduce manual searches when resolving billing questions.
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 give it a clear name.
- 3In one instruction, tell Notis to extract the customer email from the incoming chat data, find the Altoviz customer, and report whether a match was found.
- 4Choose the Notis webhook trigger and arrange for relevant billing question data to start it.
- 5Choose a report channel, then test with one real billing question that includes an email address.
Questions about this workflow
Does this workflow reply to the WhatsApp message?
No. The available Altoviz action finds a customer by email. The run report is where Notis returns the result.
What if the chat does not include an email address?
Ask Notis to report that the lookup needs an email instead of trying to identify a customer from incomplete information.
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.
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.
2chat and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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