Turn a business lead into an Altoviz company customer
Carry a researched business into your billing system with the details needed to establish its customer record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Create a customer record for a company or an individual.
Why this helps
Re-entering company information adds busywork just when a business lead is ready for a commercial conversation.
- Start company billing setup from prospect research.
- Keep company details available in Altoviz.
- Reduce the delay between qualification and customer 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 company onboarding.
- 3Tell Notis to create a Company customer in Altoviz from the business details in the webhook request.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real business lead that includes its company name.
Questions about this workflow
What is required for a company customer?
The listed action requires companyName. Make sure the webhook data includes a company name or instruct Notis how to handle a missing one.
Does the workflow verify company information?
It creates a customer from available details. The listed actions do not describe independent verification of company data.
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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