Create Altoviz customers from parsed company documents
Send a company document through Affinda, then let Notis prepare an Altoviz customer record from the details it extracts.
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
Copying company names and contact details from documents into billing software creates avoidable admin and typos.
- Reduce repeated data entry from company documents.
- Keep extracted customer details together in Altoviz.
- Review each created record through the Notis run report.
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 use a parsed company document to create an Altoviz customer, choosing Company or Individual only when the document supports it.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real company document and review the result.
Questions about this workflow
Does Affinda start this automation by itself?
Affinda has no listed trigger event for this workflow. A Notis webhook starts it when an HTTP request is sent.
Will it invent missing company details?
No. Tell Notis to use only details extracted from the document and leave uncertain or missing information for review.
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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