Make key Affinity contacts available in Altoviz
Let a scheduled review handle contact setup for the people connected to active deals, and see what still needs attention.
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
Manually moving deal contacts into billing operations interrupts relationship work and makes follow-up harder to coordinate.
- Bring relevant people into the billing system with less manual copying.
- Review contacts on a cadence that suits your deal process.
- See incomplete details 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 contact details and create Altoviz contacts for the people identified as relevant to active deals.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real contact and review the result.
Questions about this workflow
Can Notis identify active deals on its own?
No Affinity event or query capability is listed. Supply the relevant contacts and active-deal context for Notis to review.
What happens when a contact has incomplete information?
The instruction can ask Notis to report incomplete entries instead of creating records with guessed details.
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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