Find Altoviz customers from parsed billing documents
Find the customer record tied to a parsed billing document and see whether the extracted email matches an Altoviz customer.
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
Searching for a customer by hand adds another step between receiving a document and acting on it.
- Look up a customer using an email found in the document.
- Reduce manual searching across customer records.
- Route unmatched or ambiguous cases to review.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that Notis should extract an email from the parsed billing document and find the Altoviz customer by that email, reporting when no match is found.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document whose customer email you can verify.
Questions about this workflow
Does this create a customer when none is found?
No. This workflow only searches Altoviz by email and reports the result.
What if the document contains several email addresses?
Ask Notis to identify the billing contact email from the document context and report ambiguity rather than choosing without confidence.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Altoviz. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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