Capture ActiveTrail lead details in Altoviz contacts
Keep a useful contact record in Altoviz when an external workflow passes along a new ActiveTrail lead, without treating every lead as a customer yet.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact record.
Why this helps
Leads can be worth keeping before they are ready to become customers, but details often get stranded in marketing lists.
- Keep early-stage prospects distinct from customers
- Reduce retyping contact details
- Review records that lack enough information
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 that it should create Altoviz contacts from incoming lead details.
- 3Describe which details to use and how to handle a contact with missing or ambiguous information.
- 4Choose the webhook trigger and have the external system send the lead details to its HTTP endpoint.
- 5Choose where run reports go and test with one real example.
Questions about this workflow
Does creating a contact also create a customer?
No. This workflow uses Altoviz Create Contact and does not create a customer record.
Can Notis deduplicate contacts by email?
The listed action creates a contact and no duplicate-check behavior is specified. State how to handle suspected duplicates and review them rather than assuming a match.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Altoviz.