Keep customer segments organized across AccuLynx and Altoviz
When a new customer group needs a billing category, a request can prompt Notis to create the matching Altoviz customer family.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer Family
Create a customer family to group and organize customers.
Why this helps
New segments can be identified during sales work but left unrepresented in the billing system until someone remembers to set them up.
- Set up a customer family when a segment is identified.
- Reduce delays between sales categorization and billing organization.
- Keep the setup request and result visible in run reports.
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 create an Altoviz customer family using the segment details provided in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real segment name and verify the new family in Altoviz.
Questions about this workflow
Does this action assign customers to the family?
The listed action creates a customer family. It does not describe assigning customers to it.
Where does the segment name come from?
The segment must be available in AccuLynx or included in the webhook request. Notis does not infer an unprovided category.
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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