Work through customer setup waiting behind deal work
A scheduled pass can clear customer setup from the backlog while reporting records that still need your input.
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
Customer setup piles up when deal work is busy, creating a second queue that founders have to remember to revisit.
- Turn a backlog review into a bounded recurring task.
- Create customers only from complete, approved entries.
- Separate ready records from cases requiring clarification.
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 billing setup backlog and create Altoviz customers only for complete records explicitly approved for setup.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one approved backlog entry and review the result.
Questions about this workflow
Can it process an entire Affinity backlog automatically?
No Affinity query or trigger capability is listed. Supply the backlog records to Notis for review.
How does it avoid acting on uncertain entries?
The instruction should limit creation to records explicitly approved and complete, and ask for unresolved items in the report.
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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