Keep Affinity customer segments organized in Altoviz
A recurring segment review can turn clearly identified Affinity groups into Altoviz customer families for easier organization.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Customer Family
Create a customer family to group and organize customers.
Why this helps
Teams often agree on meaningful customer groups in deal tracking but forget to create the matching billing categories.
- Establish Altoviz categories for groups your team already recognizes.
- Reduce ad hoc setup when new segments emerge.
- Get a report when a segment needs naming or 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 segment list and create an Altoviz customer family for each clearly identified group that needs one.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real segment and verify the family in Altoviz.
Questions about this workflow
Will this add customers to the families?
The listed action creates a customer family but does not describe assigning customers to it.
Does this detect new segments in Affinity automatically?
No Affinity triggers are listed. Provide the segment information for the scheduled review.
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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