Create customer groups from market research
When research reveals a segment worth tracking, create its Altoviz customer family while the rationale is still in view.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer Family
Create a customer family to group and organize customers.
Why this helps
Useful segmentation ideas often stay in research notes instead of becoming a consistent way to organize customers.
- Turn a clear research finding into an organizing category.
- Keep category creation connected to its source page.
- Avoid creating a family when the research does not support one.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Describe how AgentQL should inspect the submitted research page and create a customer family only for a clear segment.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one research page that supports a segment.
Questions about this workflow
Will this assign customers to the new family?
No. The listed action creates a customer family. It does not assign customers to it.
What if the research suggests several segments?
Instruct Notis to report the options for review instead of creating multiple categories without your direction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Altoviz. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql 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.