Keep Altoviz customer details current with CRM updates
When customer details change, send the update through a webhook and keep the billing record aligned.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Customer Information
Updates an existing customer's information.
Why this helps
A customer may update their details in the CRM, leaving billing information out of date.
- Reduce stale customer details in billing.
- Handle customer updates without manual re-entry.
- Use an existing customer record rather than creating another.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to identify the existing Altoviz customer from the webhook data and update the supplied customer information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real customer update and review the changed record.
Questions about this workflow
Does the action find the customer automatically?
The listed update action updates an existing customer. Include enough identifying information in the webhook and instruct Notis to locate the correct record before updating it.
What if a customer cannot be identified?
Have Notis report that it could not safely identify a match rather than updating an uncertain customer record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Altoviz. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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