Update Altoviz customer details from a clear email request
Move a straightforward customer detail change from inbox to record, with a run report showing what Notis could apply.
Trigger
New Email Received
Trigger for new emails in an AgentMail inbox
Action
Update Customer Information
This tool updates an existing customer's information in altoviz. it enables modification of various customer details including contact information, company details, and personal information.
Why this helps
Customer detail changes get buried in email threads and are easy to forget when billing work piles up.
- Act on explicit customer information changes from incoming mail.
- Use the sender address to locate the customer record.
- See a report of the attempted update and any missing or unclear details.
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.
- 3Instruct Notis to update only Altoviz customer details explicitly requested in the email, identify the customer by sender email, and report ambiguity without guessing.
- 4Choose Agent Mail's New Email Received trigger.
- 5Choose a report channel and test with one real, unambiguous customer update request.
Questions about this workflow
What if the email is ambiguous or the sender does not match a customer?
Tell Notis in the instruction to report the ambiguity or missing match and not guess at an update.
Can this handle every type of customer change?
It can attempt changes supported by the Altoviz customer update action when the email clearly states the information. Review the run report for the result.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Altoviz.