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Notis

Keep business lead details in Altoviz

Save the contact details you have already researched, so they are ready when the conversation advances.

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

Valuable business contact information gets stranded in prospecting workflows and has to be found again later.

  • Preserve useful prospect details in the billing workspace.
  • Reduce repeat research before follow-up.
  • Make the sales to billing transition more manageable.

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 business contact capture.
  • 3Tell Notis to create an Altoviz contact from the business lead information in each webhook request.
  • 4Choose the webhook trigger and a report channel.
  • 5Test with one real business lead and review the contact details.

Questions about this workflow

Is this the same as creating an Altoviz customer?

No. It creates a contact record. The customer action is separate and creates a billing customer.

What if some contact details are absent?

The workflow can only use details available in the request. Provide missing required information or specify how to report incomplete records.

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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