Keep billing contacts visible during client reviews
Review the Altoviz contacts available to your team alongside the AgencyZoom client information you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contacts
Retrieve a list of contacts.
Why this helps
Contact details can be scattered across systems, making it hard to know who to reach when billing questions come up.
- Retrieve a current list of Altoviz contacts for review.
- Compare returned contacts with supplied client context.
- Surface likely gaps without claiming a match when data is missing.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Ask Notis to retrieve the available Altoviz contacts and summarize potential billing contact gaps against the AgencyZoom client information available to it.
- 4Choose the cron schedule and where run reports should go.
- 5Test with one real run and confirm the report distinguishes missing data from confirmed gaps.
Questions about this workflow
Can this list every contact in Altoviz?
The selected action supports listing contacts with optional filtering and pagination. The report should reflect the results actually returned.
Will it update contact records?
No. This workflow lists contacts and summarizes them for review.
When this happens · Trigger
Do this · Action
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.
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.
Agencyzoom and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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