Keep client contacts ready in Altoviz
Make the right billing contact easier to find without retyping details from AgencyZoom.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact record.
Why this helps
Billing contacts can get lost between client records and the accounting system, leading to avoidable follow-up.
- Create a contact record from incoming client details.
- Keep supplied email and phone details accessible in Altoviz.
- Flag incomplete contact information for review.
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.
- 3In one instruction, ask Notis to create an Altoviz contact using the contact details included in each AgencyZoom webhook request.
- 4Select the webhook trigger and choose a report channel.
- 5Test with one real request and check the created contact.
Questions about this workflow
Is a separate AgencyZoom event required?
No. AgencyZoom has no trigger events listed here; an HTTP request to the Notis webhook starts the workflow.
What if the request does not include an email address?
The instruction can tell Notis to report the missing information rather than fabricate it.
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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