Check whether a prospect is already an Altoviz customer
Get a quick customer-record check as an Aeroleads lead enters your handoff process.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Customer by Email
Finds a customer by email address.
Why this helps
A prospect handoff can miss important customer history when existing Altoviz records are not checked.
- Surface existing customer records at handoff time.
- Help tailor the next conversation to the relationship history available in Altoviz.
- Avoid creating an unnecessary second customer record.
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 the customer check.
- 3Tell Notis to search Altoviz customers using the prospect email received in the webhook request and report the result.
- 4Choose the webhook trigger and a run report destination.
- 5Test with one real email that you know is or is not in Altoviz.
Questions about this workflow
What happens if there is no matching customer?
The lookup returns no matching customer details. The workflow can report that result for a person to review.
Does this search Altoviz contacts too?
No. This action searches customer records by email. Contact lookup is a separate Altoviz 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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