Bring the right customer details into job follow-up
When a job record has a customer internal ID, Notis can retrieve the corresponding Altoviz customer details for the next billing step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Customer by Internal ID
Retrieve a customer’s details by internal ID.
Why this helps
Teams can lose time confirming which billing record belongs to a job when customer names overlap or details are incomplete.
- Retrieve a customer record from a known internal ID.
- Reduce uncertainty during billing and project handoffs.
- Keep the lookup result attached to a Notis 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 Altoviz customer details using the internal ID included with the AccuLynx job context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one known internal ID and check the returned customer.
Questions about this workflow
What does this lookup require?
It uses the customer's internal ID. The workflow needs the ID in the AccuLynx context or webhook request.
Does it modify customer information?
No. The selected action retrieves customer details by internal 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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