Review certificate recipients for Altoviz customer setup
A scheduled review can turn available recipient billing details into Altoviz customers and call out records that need your attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Customer
Create a customer record for a company or an individual.
Why this helps
Recipient records can pile up between certificate issuance and billing setup, leaving founders to remember who still needs a customer record.
- Batch customer setup into a predictable review.
- Create records only when the required billing details are available.
- Get a report of recipients that need more information.
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 review recipient information available through the connected workflow and create Altoviz customers only when required billing details are present.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real recipient record and confirm the schedule reports incomplete details.
Questions about this workflow
What data can the scheduled run review?
It can review data available through the connected workflow. The source description does not specify a recipient listing action or data fields, so provide the needed records or confirm they are available to Notis.
Will this create customers from every certificate?
Instruct Notis to create a customer only when the necessary billing details are available. Incomplete records should be reported for follow-up.
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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