Make the billing contact from a deal ready to reach
Keep the deal owner from having to re-enter who handles billing when the handoff can supply the details once.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact record.
Why this helps
Billing contacts can be buried in deal notes, leaving founders to search again when an invoice or payment question comes up.
- Create an operational contact record from a clear handoff.
- Reduce repeated searching for billing contact details.
- See missing email or identity information 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 create an Altoviz contact from the supplied billing contact details associated with an Affinity deal.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real handoff and inspect the contact in Altoviz.
Questions about this workflow
Will this attach the contact to a customer?
The listed action creates a contact and does not describe attaching it to a customer. Use only if a standalone contact record is useful.
What details should be supplied?
Provide the person's identity and available ways to reach them, along with enough context to select the right contact.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Altoviz.