Triage prospects with an Altoviz customer lookup
Get the billing-record context you need before choosing what to do with a new prospect.
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
Choosing the next follow-up is harder when customer status sits outside the prospecting workflow.
- Add customer context before follow-up decisions.
- Reduce dropped or duplicated handoffs.
- Keep the next step visible in the run report.
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 prospect triage.
- 3Tell Notis to find an Altoviz customer using the webhook prospect email and report the result for review.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real prospect email and verify the match status.
Questions about this workflow
Does this automatically route the prospect?
No. The action finds a customer by email; the workflow reports the result for review.
Can I use company name if email is missing?
The selected action searches by email. Provide an email address or use a different supported action if appropriate.
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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