Find current customers in a prospect batch
Review the overlap between the prospects you are researching and the customers already in Altoviz.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Customer by Email
Finds a customer by email address.
Why this helps
Batch outreach can overlook existing customers when prospect and billing data are reviewed separately.
- Surface current customers before outreach planning.
- Reduce the chance of treating an existing customer like a cold prospect.
- Keep batch review focused.
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 batch customer review.
- 3Tell Notis to look up each prospect email from the batch in Altoviz and summarize customer matches.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with a small batch that includes a known customer.
Questions about this workflow
Does the lookup use names or email addresses?
The selected action finds customers by email, so provide prospect email addresses.
Does it automatically suppress outreach?
No. It reports matches for review; no outreach action is listed for Altoviz.
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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