Connect Agencyzoom to Altoviz

When something happens in Agencyzoom, Notis takes the next step in Altoviz. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

Build an automation Browse examples

Examples

Ways Notis can move work from Agencyzoom to Altoviz

View example

Create Altoviz Customers from AgencyZoom Client Requests

Turn a submitted AgencyZoom client record into an Altoviz customer, using the available contact details and customer type.

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Add AgencyZoom Client Contacts to Altoviz

Create an Altoviz contact from contact information supplied in an AgencyZoom request, keeping billing communication details at hand.

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Prepare Altoviz Invoice Drafts from AgencyZoom Requests

Use a submitted AgencyZoom billing request to create a draft Altoviz sale invoice when customer and line item details are available.

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Record AgencyZoom Payment Updates as Altoviz Receipts

Create an Altoviz receipt from an incoming AgencyZoom payment update when the request includes payment details.

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Check AgencyZoom Client Emails Against Altoviz Customers

On a schedule, review supplied AgencyZoom client email records and look up matching Altoviz customers for billing follow-up.

View example

Review Altoviz Invoices Alongside AgencyZoom Billing Records

On a schedule, search Altoviz sale invoices and summarize them alongside available AgencyZoom billing records to surface follow-up needs.

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Check Altoviz VAT Rates Before AgencyZoom Billing Runs

Schedule a lookup of Altoviz VAT rates to support billing preparation for AgencyZoom work, with results reported for human review.

View example

Review Altoviz Units for AgencyZoom Service Billing

On a schedule, retrieve Altoviz product units and report the available options for preparing AgencyZoom service billing.

View example

Look Up Altoviz Products from AgencyZoom Billing Requests

When an AgencyZoom request includes a product number, find the matching Altoviz product and report its available details.

Supported Triggers and Actions

Notis builds workflows that link Agencyzoom to Altoviz. A trigger fires from one place; an action lands in another.

Agencyzoom triggers

Altoviz actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Product

Creates a new product.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Create a new contact record.

ActionInstant

Delete Product

Permanently deletes an existing product.

ActionInstant

Create Customer

Create a customer record for a company or an individual.

ActionInstant

Find Contact by Email

Finds a contact by email address.

ActionInstant

Create Customer Family

Create a customer family to group and organize customers.

ActionInstant

Find Customer by Email

Finds a customer by email address.

ActionInstant

Find Product by Number

Finds a product by its product number.

ActionInstant

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.