Bring Altoviz customer context into each handoff
Give the person receiving a lead a fast check for an existing Altoviz customer relationship.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Customer by Email
Finds a customer by email address.
Why this helps
A handoff loses useful context when the next person has to search a separate billing system manually.
- Give each handoff a customer record check.
- Reduce duplicate customer creation risk.
- Help the next person act with more context.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name that describes the handoff check.
- 3Tell Notis to look up the webhook prospect email in Altoviz customers and include the result in its run report.
- 4Choose the webhook trigger and a report destination.
- 5Test with one prospect email that matches a customer record.
Questions about this workflow
Does the action return customer history?
It finds a customer by email and returns customer details. It does not provide a full activity history.
Can I trigger this from an Aeroleads event?
No Aeroleads trigger events are supplied here. Use a Notis webhook request to start the workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Altoviz. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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