Move qualified Affinity deals into Altoviz as customers
When a deal is ready for billing, let Notis create its Altoviz customer record and flag details that need your attention.
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
Re-entering deal and company details in billing tools creates delays and leaves qualified opportunities harder to invoice.
- Reduce duplicate entry when a deal becomes billable.
- Keep customer creation tied to a deliberate webhook request.
- Get a run report if the available details are insufficient.
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 qualified deal and create an Altoviz customer using the available company or individual details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real qualified deal and review the result.
Questions about this workflow
Does Affinity start this automatically when a deal qualifies?
Affinity has no listed trigger events. The workflow starts when a request reaches its Notis webhook.
What if the deal lacks customer details?
Notis can report the missing information instead of guessing at required customer data.
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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