Find which AgencyZoom clients already have Altoviz customer records
Get a focused list of customer matches and gaps without repeatedly searching billing records by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Customer by Email
Finds a customer by email address.
Why this helps
A team can waste time searching Altoviz one client at a time before it knows who is ready for billing.
- Check supplied client emails against Altoviz in a scheduled run.
- Summarize which records were found and which need attention.
- Reduce repetitive customer lookups.
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 name it.
- 3Tell Notis to review the available AgencyZoom client email information and use Altoviz Find Customer by Email to report matches and unmatched addresses.
- 4Choose the cron schedule and a report channel.
- 5Test with one real example and confirm the report is useful.
Questions about this workflow
Will the schedule automatically access all AgencyZoom records?
Only information available to the automation can be reviewed. The workflow should report its actual coverage rather than imply access to records it did not receive.
Does this create missing customer records?
No. This workflow only uses the Altoviz customer lookup action and reports results.
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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