Create Altoviz customers from Agenty prospect research
Move verified prospect details into Altoviz without retyping them or losing your research context.
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
Prospect research can stall between discovery and your billing system, leaving useful leads scattered across tools.
- Create customer records from extracted, supported details.
- Skip incomplete records and flag missing information in the run report.
- Reduce copying between research and billing workflows.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Altoviz once in the Notis portal.
- 2Create an automation and describe how to create a customer from verified prospect details.
- 3Choose a webhook trigger for the Agenty result.
- 4Choose where Notis should send run reports.
- 5Test with one real prospect result and review the created customer.
Questions about this workflow
Will it guess missing customer details?
No. Tell Notis to use only details present in the Agenty result and report missing required information.
Can I use this for both companies and individuals?
Yes. The prompt can ask Notis to use the customer type supported by the extracted details and flag uncertainty.
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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