Create customer families for related Affinity deals
Give a recurring deal group a clear Altoviz category, created from the context your team already uses in Affinity.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer Family
Create a customer family to group and organize customers.
Why this helps
Related customers become harder to organize when every billing record is created without a shared group structure.
- Create a named group that reflects a real deal or customer segment.
- Make billing organization easier to maintain over time.
- Avoid creating a category when the intended group is unclear.
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 customer family for the clearly named Affinity deal or customer group supplied in the request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real group name and verify the family in Altoviz.
Questions about this workflow
Will this create customer records for every deal in the group?
No. The selected action creates a customer family only.
Can Notis decide the best family name?
Supply the name you want or ask Notis to propose one for your review before creating 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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