Organize a campaign segment with an Altoviz customer family
Give a recurring campaign segment a matching customer family in Altoviz, so customer grouping is ready for the process you manage there.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Customer Family
Create a customer family to group and organize customers.
Why this helps
Keeping campaign segment names aligned with billing-side customer organization takes recurring manual setup.
- Reduce repeated setup for named customer groups
- Keep segment organization visible in Altoviz
- Surface naming conflicts 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 create a customer family for the campaign segment you identify.
- 3Describe the family name and how Notis should handle a naming conflict or incomplete segment details.
- 4Choose a recurring schedule as the trigger.
- 5Choose a report channel and test with one real example.
Questions about this workflow
Does creating a customer family add customers to it?
The listed action creates a customer family. It does not specify adding customers to that family, so this workflow only creates the group and reports the result.
Will this action run on every scheduled occurrence?
The schedule starts the automation each time. Define when creation is needed and ask Notis to report whether the family was created or requires review.
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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