Create Altoviz contacts from parsed documents
Turn a parsed business card, agreement, or onboarding document into an Altoviz contact with less copying and context switching.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact record.
Why this helps
Contact details buried in documents are easy to forget or leave stranded outside the billing system.
- Capture contact details while the source document is in hand.
- Avoid retyping names, email addresses, and phone numbers.
- Make uncertain details visible for a quick 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.
- 3In one instruction, ask Notis to create an Altoviz contact from the contact details Affinda parsed, using only available information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real document containing contact details.
Questions about this workflow
Does this create a customer too?
No. This workflow creates a contact using the Altoviz Create Contact action.
What if the parsed document has no email or phone number?
Notis can create the contact with the details available if Altoviz accepts them; ask it to flag missing or ambiguous details in the run report.
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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