Find a quote from its proposal page
Connect proposal context to the matching Altoviz quote while the source page is already open in your workflow.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Sale Quotes
Find or retrieve sales quotes.
Why this helps
Proposal details and quote records can drift apart when you need to search them separately under time pressure.
- Locate a quote from a reference found on its source page.
- Cut down repeated searches across billing records.
- Get a clear report when multiple quotes could match.
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 proposal page and which reference to use when searching sale quotes.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one proposal page and verify the result.
Questions about this workflow
Will this send the quote to the prospect?
No. It searches sale quotes in Altoviz and reports the results.
Can it choose between similar matches?
Have Notis report multiple plausible matches so you can select the correct record.
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
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