Create Altoviz customers from qualified ActiveTrail leads
Send a qualified lead to Notis and have its details added to Altoviz, so you can move from marketing interest to customer follow-up without retyping.
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
Copying qualified leads from email marketing into billing tools adds busywork and makes handoffs easy to miss.
- Reduce manual copying between marketing and billing
- Keep qualified lead details ready for follow-up
- Flag missing customer details instead of guessing
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Altoviz once in the Notis portal.
- 2Create a new automation in Automations, or tell Notis from any channel what customer record it should create.
- 3Describe which incoming lead details identify a qualified prospect and what to do when required customer information is missing.
- 4Choose the webhook trigger and provide the HTTP request endpoint to the external system that sends the lead.
- 5Choose a report channel, then test with one real example.
Questions about this workflow
Does ActiveTrail provide a trigger event for new leads?
No ActiveTrail trigger event is specified here. This workflow starts when an external system sends an HTTP request to a Notis webhook.
Will Notis invent missing customer details?
No. Tell Notis to flag incomplete records for review rather than guessing required details such as customer type, company name, or personal name.
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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