Keep useful Affinity contacts ready in Altoviz
Give Notis a recurring moment to review contact details and create the Altoviz records that are ready to use.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Create a new contact record.
Why this helps
Important investor and deal contacts can stay stranded in relationship tracking when billing or operations need their details elsewhere.
- Reduce the manual sweep of contacts that need an Altoviz record.
- Create contact records from supplied, usable details.
- Surface incomplete or ambiguous records in the run report.
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 review the supplied Affinity contacts and create Altoviz contacts when the available information is sufficient.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real contact example and review the result.
Questions about this workflow
Does this automatically scan every Affinity contact?
The available context lists no Affinity triggers or data access details. Specify the contacts or source data Notis should review in the instruction.
Can it decide whether a contact already exists in Altoviz?
This workflow uses the create-contact action only. Do not assume duplicate checking is available unless the supplied data and tools support it.
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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