Check for an Altoviz contact before adding a lead
Find existing contact records during prospect review, so you can avoid creating unnecessary duplicates.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Contact by Email
Finds a contact by email address.
Why this helps
Repeated prospect research can lead to duplicate contacts when nobody checks the billing system first.
- Identify existing contacts before manual customer setup.
- Keep contact records easier to navigate.
- Make routine lead reviews more deliberate.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for contact review.
- 3Tell Notis to search Altoviz contacts using the available Aeroleads prospect emails and report any matches.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with one real prospect email and inspect the returned contact.
Questions about this workflow
Will this merge duplicate contacts?
No. The action finds a contact by email and returns details; it does not merge or delete records.
Can the workflow create missing contacts?
This workflow only searches for contacts. Creating a contact would require a separate workflow using the create contact action.
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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