Know which prospects already have an Altoviz contact
Review existing contacts alongside your prospect list to reduce duplicate records and unnecessary searching.
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
Follow-up planning slows down when nobody knows whether the prospect has already been added to Altoviz.
- Find prior contact records before follow-up.
- Reduce uncertainty during prospect reviews.
- Keep contact administration from becoming a separate task.
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 follow-up review.
- 3Tell Notis to search Altoviz contacts for the available prospect emails and report which ones already exist.
- 4Choose a recurring schedule and report destination.
- 5Test with one known contact and one email without a match.
Questions about this workflow
Will this update existing contacts?
No. It searches by email and returns contact details.
Can it check whether someone is already a customer instead?
Use the separate Find Customer by Email action for customer records.
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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