Create individual customer records from deal handoffs
For deals billed to a person, hand off the available details once and let Notis prepare the Altoviz customer record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Create a customer record for a company or an individual.
Why this helps
When a deal is personal rather than corporate, teams can lose time figuring out how to carry contact details into billing.
- Support deals billed to an individual without a company record.
- Reduce duplicate entry of person details.
- Flag missing information before billing proceeds.
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 a type Individual Altoviz customer using the supplied first and last name and other available deal details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real individual deal and review the customer record.
Questions about this workflow
Which name details should I provide?
The action description says Individual customers typically use firstName and lastName. Provide those when available.
Can it tell whether the deal is an individual or a company?
The instruction should specify the intended customer type or provide clear context. Notis should report ambiguity rather than guess.
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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