Catch certificate recipients missing from Altoviz contacts
A regular contact review helps keep recipient details accessible for billing and follow-up without relying on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Create a new contact record.
Why this helps
When certificate and billing work happen at different times, recipient contact details can stay outside the system where you need them.
- Create a routine review for available recipient contact details.
- Use the contact action for contact records, separate from customer records.
- Report missing details for manual follow-up.
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 available recipient details and create Altoviz contacts only when sufficient contact information is present.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real recipient example and review the resulting run report.
Questions about this workflow
Does the schedule discover certificate records by itself?
Only if recipient data is available to Notis through the connected workflow. The provided source description does not specify a list or search action for credentials.
Is a contact the same as an Altoviz customer?
No. Altoviz provides separate actions for creating contacts and customers. This workflow creates contacts.
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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