Connect Affinity to Altoviz
When something happens in Affinity, Notis takes the next step in Altoviz. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Affinity to Altoviz
Create an Altoviz customer from a qualified Affinity deal
Turn a qualified Affinity deal into an Altoviz customer record, using the deal's available company or individual details.
Review Affinity contacts and add missing Altoviz contacts
On a schedule, review supplied Affinity contact records and create Altoviz contacts where the details support a useful record.
Organize Affinity investor deals into an Altoviz customer family
Use a webhook request to create an Altoviz customer family for an investor or deal segment identified in Affinity.
Prepare Altoviz customers for Affinity deals marked billing-ready
On a schedule, review supplied Affinity deal records marked billing-ready and create Altoviz customers when the customer details are complete.
Draft an Altoviz credit note from an Affinity deal correction
Send a deliberate correction request with the relevant deal and credit details to create a draft Altoviz sale credit for review.
Create a draft Altoviz invoice from an Affinity deal
Turn a deliberate invoice request tied to an Affinity deal into a draft Altoviz sale invoice for review.
Create Altoviz contacts from a scheduled Affinity contact review
Review supplied Affinity contacts on a schedule and create Altoviz contact records for the people your team needs to reach in billing operations.
Record an Altoviz receipt for payment reported against an Affinity deal
Use a webhook request with confirmed payment details to create an Altoviz receipt associated with the relevant customer or invoice.
Create Altoviz customer families from a scheduled Affinity segment review
Review supplied Affinity investor or customer segments on a schedule and create corresponding Altoviz customer families when needed.
Supported Triggers and Actions
Notis builds workflows that link Affinity to Altoviz. A trigger fires from one place; an action lands in another.
Affinity 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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Affinity and Altoviz
Connect any two apps with Notis in the middle.
Affinity and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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