Create company customer records from deal handoffs
When an Affinity deal needs a business customer in Altoviz, pass the company details once and review the created record.
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
Company records can be delayed when deal information and billing setup live in separate tools and require repeated entry.
- Create company customers from deal information already assembled for a handoff.
- Avoid rekeying company details into billing setup.
- See when required company information is missing.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to create a type Company Altoviz customer using the supplied Affinity deal company details and report missing required information.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real company deal and review the customer record.
Questions about this workflow
What is required for a company customer?
The listed action specifies type Company and requires companyName. Supply any other details your Altoviz setup requires.
Does this create an invoice too?
No. It creates a customer record that can support later billing work.
When this happens · Trigger
Do this · Action
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.
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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