Turn billing-ready Affinity relationships into customers
Let a recurring review catch relationships that have reached the point where a customer record is useful for billing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Customer
Create a customer record for a company or an individual.
Why this helps
Founders can recognize that an account is ready for billing and still lose time remembering to create its customer profile.
- Create customer records as part of a predictable review.
- Reduce mental tracking of relationship-to-billing handoffs.
- Flag records that lack sufficient details.
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 supplied Affinity relationship records and create Altoviz customers for entities explicitly identified as ready for billing.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real relationship record and review the result.
Questions about this workflow
Does Notis know which relationships are ready for billing?
The request must include that status or provide records where it is clear. No Affinity trigger or status-reading capability is listed.
Can it create both company and individual customers?
The action supports both types. Make the intended type clear and provide the corresponding 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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