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Check contact presence as you review leads

Add a quick record check to your recurring lead review and know which contacts are already in Altoviz.

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

A lead review creates extra work when contact presence has to be checked one prospect at a time.

  • Review contact presence in batches.
  • Reduce repetitive individual lookups.
  • Make lead processing easier to resume.

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 lead contact review.
  • 3Tell Notis to search Altoviz contacts by the available prospect emails and report the contacts found.
  • 4Choose a recurring schedule and report channel.
  • 5Test with a real lead review set and inspect the matches.

Questions about this workflow

What does this action search?

It searches Altoviz contacts using an email address and returns contact details if found.

Can a schedule retrieve Aeroleads leads by itself?

No Aeroleads trigger or list retrieval event is included here. Provide or make the relevant lead emails available to the scheduled run.

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.

TriggerScheduled

Create Product

Creates a new product.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Create a new contact record.

ActionInstant

Delete Product

Permanently deletes an existing product.

ActionInstant

Create Customer

Create a customer record for a company or an individual.

ActionInstant

Find Contact by Email

Finds a contact by email address.

ActionInstant

Create Customer Family

Create a customer family to group and organize customers.

ActionInstant

Find Customer by Email

Finds a customer by email address.

ActionInstant

Find Product by Number

Finds a product by its product number.

ActionInstant

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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