Spot existing Altoviz customers in your prospect list
Before you follow up with a prospect, let Notis check whether their email already belongs to an Altoviz customer.
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
Without a quick customer check, teams can approach existing customers as if they were brand new prospects.
- Catch known customers in prospect research.
- Reduce awkward duplicate outreach.
- Make prospect review more informed.
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, with a name that describes the review.
- 3Tell Notis to check the available Aeroleads prospect emails against Altoviz customers and report matches.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real prospect email and confirm the result.
Questions about this workflow
Does this create or change customer records?
No. The selected action finds a customer by email and returns matching details.
Where do prospect emails come from on a schedule?
The prompt needs access to a defined set of Aeroleads prospect emails or input provided to the run. The source does not list an Aeroleads trigger event.
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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