Turn selected leads into Altoviz customers during review
Batch the customer handoff into a predictable review, so qualified leads do not sit waiting for manual setup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Customer
Create a customer record for a company or an individual.
Why this helps
Customer setup gets pushed aside when lead qualification and billing administration compete for attention.
- Group customer setup into an existing review rhythm.
- Reduce repetitive transfer of lead details.
- Keep qualified prospects moving toward onboarding.
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 scheduled onboarding.
- 3Tell Notis which selected Aeroleads leads should become Altoviz customers and how to handle missing required details.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real qualified lead and inspect its customer record.
Questions about this workflow
Will every Aeroleads lead become a customer?
The prompt should define which leads are selected for customer creation. The source provides no event-based qualification trigger.
Can the workflow infer a company or individual type?
Ask Notis to use available details, but provide a clear rule and ensure required information is present.
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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