Create an Altoviz customer from a website lead
A new lead arrives. AgentQL checks the page, and Notis creates the customer record from the details it can verify.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Create a customer record for a company or an individual.
Why this helps
Copying lead details from a website into accounting software adds friction and can leave promising prospects unrecorded.
- Reduce manual copying between a lead page and Altoviz.
- Keep new customer records tied to verified website details.
- Review a run report when key customer information is missing.
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 lead page and when to create an Altoviz customer.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real lead submission.
Questions about this workflow
Does this run when a lead form is submitted?
Yes. Start the automation with a Notis webhook, then have AgentQL inspect the submitted page or URL included in the request.
Will Notis create the customer if business details are incomplete?
Tell Notis to create a customer only when the required details are available. The report can flag incomplete information for follow-up.
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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