Create an Altoviz customer when a certificate is issued
Keep recipient details close to the billing record. Notis can create an Altoviz customer when an Accredible-related webhook provides the required customer information.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Create a customer record for a company or an individual.
Why this helps
After issuing a certificate, adding the same recipient to billing by hand creates another admin task and invites duplicate records.
- Create a customer record from recipient details included in the webhook.
- Avoid retyping names and billing information.
- Have Notis report missing details instead of guessing.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Altoviz once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to create an Altoviz customer from the recipient and billing details in the incoming request, and to flag missing required information.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example that includes the billing details Altoviz requires.
Questions about this workflow
Does Accredible certificates provide a trigger event for this automation?
No. Start it with a Notis webhook, which runs when an HTTP request arrives. The request must include the recipient and billing details needed to create the customer.
Will Notis infer missing customer details?
No. Ask Notis to report missing required details rather than fill them in. For a company customer, Altoviz requires a company name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Altoviz. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact record.
Delete Product
Permanently deletes an existing product.
Create Customer
Create a customer record for a company or an individual.
Find Contact by Email
Finds a contact by email address.
Create Customer Family
Create a customer family to group and organize customers.
Find Customer by Email
Finds a customer by email address.
Find Product by Number
Finds a product by its product number.
Connect any two apps with Notis in the middle.
Accredible certificates and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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