Prepare an Altoviz individual customer from a prospect
Move an individual prospect into customer setup with less repetitive data entry.
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
Creating a personal customer by hand can interrupt the momentum from an interested prospect.
- Prepare individual customer records promptly.
- Carry prospect details into billing setup.
- Reduce the number of steps between interest and 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 individual customer setup.
- 3Tell Notis to create an Individual customer from personal details in the webhook request.
- 4Choose the webhook trigger and report destination.
- 5Test with one real prospect and verify the customer details.
Questions about this workflow
What details does an individual customer typically use?
The action description says individual customers typically use firstName and lastName. Ensure the required details are available.
Can this also create a contact?
No. It creates a customer record. Contact creation is a separate action.
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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