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Notis

Find the right Altoviz product from a billing request

Use the product reference already included in an AgencyZoom request to retrieve its Altoviz details.

Trigger

Webhook received

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

Action

Find Product by Number

Finds a product by its product number.

Why this helps

Searching a product catalog manually adds friction when a billing request already contains a useful product reference.

  • Look up a product using a number included in a request.
  • Return product details for billing preparation.
  • Report when a product number is missing or no match is found.

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.
  • 3In one instruction, ask Notis to use the supplied product number from each AgencyZoom request to find the Altoviz product and report the returned details.
  • 4Select the webhook trigger and a destination for run reports.
  • 5Test using one real request with a product number.

Questions about this workflow

Does this create or modify a product?

No. The selected action finds a product by number and returns its details.

What happens if a request has no product number?

The workflow should report that it cannot perform the lookup without the reference.

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.

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

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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