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Notis

Create Altoviz customers from qualified ActiveCampaign leads

Send qualified lead details to Notis and keep customer records ready in Altoviz without copying them by hand.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Customer

Create a customer record for a company or an individual.

Why this helps

Promising leads can sit in ActiveCampaign while someone still needs to add them to billing.

  • Avoid retyping qualified lead details into billing.
  • Check for an existing customer before creating a record.
  • Keep lead qualification and billing setup connected.

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 check Altoviz by email and create a customer for each qualified lead received in the webhook.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real qualified lead and confirm the customer details.

Questions about this workflow

Does ActiveCampaign provide the trigger for this workflow?

No. Start it with a Notis webhook and have an external tool or backend send the lead data when it is qualified.

Will this create duplicate customers?

Instruct Notis to search Altoviz by email first and create a customer only when no match is found.

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.

TriggerScheduled

Create Product

Creates a new product.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Create a new contact record.

ActionInstant

Delete Product

Permanently deletes an existing product.

ActionInstant

Create Customer

Create a customer record for a company or an individual.

ActionInstant

Find Contact by Email

Finds a contact by email address.

ActionInstant

Create Customer Family

Create a customer family to group and organize customers.

ActionInstant

Find Customer by Email

Finds a customer by email address.

ActionInstant

Find Product by Number

Finds a product by its product number.

ActionInstant

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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