Start billing onboarding from a qualified business lead
When a business lead is ready, create its Altoviz customer record and keep onboarding in motion.
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
Manual onboarding handoffs create a gap between deciding a lead is qualified and preparing its billing profile.
- Move qualified businesses into Altoviz promptly.
- Keep the handoff tied to the lead details already collected.
- Reduce delays before billing setup.
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 from qualified business details delivered to the webhook.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real qualified company lead and verify the record.
Questions about this workflow
How does Notis know a lead is qualified?
Define the qualification condition in your prompt or send only qualified leads to the webhook. Aeroleads trigger events are not listed.
What detail must a company lead include?
The create customer action requires companyName for Company customers.
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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