Find existing Altoviz customers before creating billing records
Avoid creating a new customer record just because a lead reached the billing stage. Notis can check Altoviz by email and report what it finds.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Customer by Email
Finds a customer by email address.
Why this helps
Without a quick lookup, a familiar customer can end up with duplicate records during handoff from sales to billing.
- Check for a match before someone creates a customer record.
- Give billing a clear next step for leads ready to invoice.
- Reduce duplicate records caused by handoff gaps.
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 review billing-ready AccuLynx leads, search Altoviz by email, and report whether a customer was found.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one lead whose email you can verify.
Questions about this workflow
Does this workflow create or update the customer?
No. It uses the Altoviz Find Customer by Email action to look for a record and report the result.
What if the lead has no email address?
The lookup needs an email address. Notis should report the missing value for follow-up rather than assume a match.
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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