Keep job contacts available for billing follow-up
A new site or billing contact should not require retyping details. Send a request and Notis can create the contact record in Altoviz.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact record.
Why this helps
Important contact details are often recorded during job work but never make it into the billing workspace.
- Carry contact details into the billing system sooner.
- Reduce retyping between project work and finance tasks.
- Make contact creation traceable through 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 create an Altoviz contact from the name and contact details in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real contact and verify the result in Altoviz.
Questions about this workflow
Does this create a customer record too?
No. This workflow uses the Create Contact action. Creating an Altoviz customer is a separate action.
Can a contact be associated with a specific customer?
The listed action description does not specify customer association. Confirm the supported behavior in Altoviz before relying on that relationship.
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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