Scan active prospects for customer matches
Catch customer overlap in your active prospects as part of a repeatable review.
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
Active prospects can accumulate without anyone checking whether they are already customers.
- Surface customer overlap across active prospects.
- Support more relevant follow-up planning.
- Reduce missed context in a busy pipeline.
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 the active prospect scan.
- 3Tell Notis to check the available active prospect emails against Altoviz customers and summarize matches.
- 4Choose a recurring schedule and run report destination.
- 5Test with a small active prospect set and verify known results.
Questions about this workflow
Does the scan retrieve prospect data from Aeroleads?
The supplied context lists no Aeroleads trigger events. Ensure the active prospect emails are accessible to the scheduled run.
Will the workflow change customers?
No. It only finds customers by email and reports the results.
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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