Check whether an email sender is already an Altoviz customer
See the customer record tied to a billing conversation without leaving your inbox to search manually.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Find Customer by Email
This tool allows you to find a customer in altoviz by their email address. this is a standalone action that doesn't require any resource ids or dependencies on other tools.
Why this helps
Billing requests can stall while you switch apps and search for a customer record by hand.
- Identify existing customers from incoming messages.
- Reduce app switching during billing follow-up.
- Give Notis a clear lookup task when a new email arrives.
Setup
Build it in a few focused steps.
- 1Connect Agent Mail and Altoviz once in Notis.
- 2Create an automation in plain language or in Automations, New Automation.
- 3Tell Notis to look up the sender's email as an Altoviz customer and report the result without changing records.
- 4Choose Agent Mail's New Email Received trigger.
- 5Choose a report channel and test with one real billing email.
Questions about this workflow
Does this create a customer if no match is found?
No. This workflow looks up a customer by email and reports the result.
What starts the automation?
A new email received in the connected Agent Mail inbox.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Altoviz. A trigger fires from one place; an action lands in another.
Agent mail 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 in the altoviz system. this tool allows for the independent creation of a product with all necessary details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Product
This tool allows you to delete an existing product from altoviz. the action permanently removes the product from the system.
New Email Received
Trigger for new emails in an AgentMail inbox
Find Contact by Email
This tool allows searching for contacts in altoviz using an email address. the action is independently executable and returns contact details if found.
Find Customer by Email
This tool allows you to find a customer in altoviz by their email address. this is a standalone action that doesn't require any resource ids or dependencies on other tools.
Find Product by Number
This tool allows users to find products in altoviz using the product number. it retrieves detailed product information including id, name, number, description, price, and other relevant metadata. it is a critical operation for product management in altoviz.
Get Classifications List
This tool retrieves a list of classifications from the altoviz platform. classifications are essential for producing accounting registers from user-created invoices. it can fetch all classifications or filter them by type.
Get Units List
This tool retrieves a list of all available units in the altoviz system. units are used for product measurements and quantity specifications in various transactions.
Get VAT Rates
This tool retrieves a list of all available vat rates from altoviz. it's essential for creating and managing invoices and quotes where vat calculations are required. it supports retrieving vat rates, validating them for different regions, and ensuring correct tax calculations in financial documents.
Connect any two apps with Notis in the middle.
Agent mail and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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