Check ActiveTrail campaign contacts against Altoviz
Get a scheduled view of whether the contacts you ask Notis to review already exist as Altoviz customers, so you can choose the right follow-up.
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
Switching between a campaign list and billing records to check customer status interrupts follow-up and can leave the next step unclear.
- Reduce repetitive customer lookups
- Make existing customer matches easier to spot
- Keep unmatched or ambiguous cases visible for review
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Altoviz once in the Notis portal.
- 2Create an automation in Automations, or tell Notis from any channel to check the customer status of the contact emails you specify.
- 3Describe which ActiveTrail contacts to review and how to report matches, missing records, or ambiguous results.
- 4Choose a recurring schedule as the trigger.
- 5Choose where run reports go and test with one real example.
Questions about this workflow
Will this workflow create customers for unmatched contacts?
No. It uses Find Customer by Email to check for existing customer records and reports the result.
Can the workflow review every ActiveTrail contact?
The available description does not specify ActiveTrail list selection or pagination behavior. Specify a supported contact set and review the results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Altoviz. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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