Create billing groups for Affinity investor segments
Turn a clearly named investor or deal segment into an Altoviz customer family with a quick Notis request.
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
Without an agreed grouping in the billing system, related customer records are harder to organize consistently.
- Create a reusable Altoviz group for a named segment.
- Keep grouping requests close to the Affinity context that prompted them.
- Receive a report if the segment name or purpose 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 named Affinity investor or deal segment supplied in the request.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real segment name and review the result.
Questions about this workflow
Will Notis populate the family with Affinity customers?
The listed action creates a customer family. It does not describe adding members, so this workflow only creates the group.
What should I include in the webhook request?
Provide the exact family name and enough Affinity context to identify the intended segment.
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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