Check Agenty prospects against your Altoviz customers
See whether a researched prospect is already in your customer records before deciding what to do next.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Customer by Email
Finds a customer by email address.
Why this helps
Researching and following up without checking existing customer records can create duplicate effort and confusion.
- Check a researched email against Altoviz customer records.
- Make existing customer relationships easier to spot.
- Keep the lookup outcome with the automation run report.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Altoviz once in the Notis portal.
- 2Create an automation and ask Notis to check the extracted email for an existing customer.
- 3Choose a webhook trigger for the Agenty result.
- 4Choose where Notis should send run reports.
- 5Test with one real email and review the lookup result.
Questions about this workflow
Does this search contacts too?
No. The selected Altoviz action searches customers by email.
What happens when the result has no email?
Notis should report that the lookup could not be performed and avoid guessing an address.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Altoviz. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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