Carry important investor contacts into Altoviz
Keep the people behind your Affinity relationships accessible to billing operations with a quick contact handoff.
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
Key investor and partner details often remain in relationship tracking when another part of the business needs a contact record.
- Carry selected people into Altoviz without retyping their details.
- Make operational contact setup a deliberate, trackable action.
- Get a report when contact details are incomplete.
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 Affinity investor or partner contact details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real contact and review the created record.
Questions about this workflow
Does the contact automatically become a customer?
No. The selected action creates a contact record, not a customer.
What should I pass in the request?
Include the contact's available name and contact information, plus context that identifies the intended person.
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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