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Notis

See which prospects are already in Altoviz contacts

Get a simple view of contact coverage for the prospects you are working through.

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

It is hard to keep track of which prospects have made it into Altoviz when lead lists and billing records live apart.

  • See existing contact coverage in a prospect list.
  • Spot records that may need manual follow-up.
  • Reduce repeated searches across tools.

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 coverage.
  • 3Tell Notis to search Altoviz contacts for each available prospect email and summarize matches and misses.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with a small real set of prospect emails and review the summary.

Questions about this workflow

Does this create missing contact records?

No. It only searches Altoviz contacts and reports the results.

Can it calculate a percentage?

It can summarize the returned matches against the supplied list. Make sure the input list is complete for that 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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