Keep campaign client contacts with your billing records
Pass the client's contact details with a campaign request, and Notis can add a contact in Altoviz for your team to use.
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
Client contact details can get stranded in campaign notes, leaving your billing records incomplete and harder to use.
- Capture contact details alongside campaign intake.
- Reduce copy and paste between campaign and billing work.
- Keep a usable contact record in Altoviz.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Altoviz once in Notis.
- 2Create an automation from any channel or in Automations, New Automation in the portal.
- 3Tell Notis to create an Altoviz contact from the contact details in the request, and to ask for missing required details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real contact and check the new record in Altoviz.
Questions about this workflow
Does this create a customer as well as a contact?
No. It uses the Altoviz Create Contact action. Create a customer separately if you need a customer billing record.
What if the request has only a name?
Have Notis report or request any missing details required by the action instead of inventing them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Altoviz. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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