Save researched prospect details as an Altoviz contact
Preserve the details you have gathered so they are available for customer conversations and billing follow-up.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact record.
Why this helps
Prospect research loses value when contact details are left in a separate tool or copied later from memory.
- Keep researched details accessible in Altoviz.
- Reduce manual transfer work.
- Prepare for a smoother path from prospect to customer.
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 researched contact capture.
- 3Tell Notis to create an Altoviz contact using the contact details included in the webhook request.
- 4Choose the webhook trigger and report destination.
- 5Test with one real researched contact and review what was saved.
Questions about this workflow
Can it enrich data that is not in the webhook?
The workflow can use data available to its run. Any additional details must be provided or otherwise accessible to Notis.
Does this create a customer record as well?
No. This action creates an Altoviz contact only.
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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