Check Altoviz for a customer before billing setup
Quickly check for an existing customer record before your team starts preparing billing documents.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Customer by Email
Finds a customer by email address.
Why this helps
Creating a second customer record can add confusion when a lead already exists in billing.
- Search Altoviz using a lead email address.
- Catch an existing customer before setup continues.
- Make the lookup available from an incoming webhook.
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 find the Altoviz customer matching the email address received in the webhook and report the result.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real email for a known customer.
Questions about this workflow
Does this create a customer if none is found?
No. This workflow only searches for a customer by email and reports the result.
What if the webhook has no email address?
Have Notis report that the lookup could not run because the required email is missing.
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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