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Notis

Find an Altoviz customer before billing

Confirm whether the customer record exists before you move on to billing work.

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

A customer lookup can interrupt billing preparation when their record is not immediately visible.

  • Search Altoviz using the supplied email address.
  • See returned customer details in the run report.
  • Keep the lookup attached to the request that prompted it.

Setup

Build it in a few focused steps.

  • 1Connect Ably and Altoviz once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3Tell Notis to find the Altoviz customer for the email address in the request and report the result.
  • 4Choose the notis_webhook trigger and select where run reports should go.
  • 5Test with one real customer email.

Questions about this workflow

Is this the same as finding a contact?

No. This workflow uses Find Customer by Email. Altoviz also provides a separate Find Contact by Email action.

Does the action need a customer ID first?

No. The listed action searches by email and does not require resource IDs or dependencies on other tools.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Ably 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.

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

When this happens · Trigger

Do this · Action

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