Make customer details available at the job handoff
A customer ID in a handoff request can bring the matching Altoviz details into the next step, keeping the work moving without another search.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customer by ID
Retrieve a customer’s details by ID.
Why this helps
Project handoffs lose momentum when billing details have to be found manually before someone can act.
- Retrieve the identified customer record quickly.
- Reduce manual context switching during handoffs.
- Give the next person a clear reference in the run report.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the Altoviz customer by the customer ID included in the AccuLynx handoff request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one known customer ID and review the result.
Questions about this workflow
Is this the same as searching by email?
No. This action retrieves a customer using its Altoviz ID. Use the email lookup action when email is the available identifier.
Will it update the customer?
No. It retrieves customer details by ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Altoviz. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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