Keep Altoviz billing contacts current with a scheduled review
Make contact upkeep a short, predictable routine. Each scheduled run can review the Agile CRM contact information you provide and add missing contacts to Altoviz.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Create a new contact record.
Why this helps
Billing contacts can be overlooked when founders have to remember to check CRM records and copy details manually.
- Catch missing billing contacts during a routine review.
- Avoid repeatedly switching between CRM and billing tools.
- Use Notis reports to see which records need attention.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation in Notis and describe how to identify contacts that need billing access.
- 3Choose a Notis schedule and set the review frequency.
- 4Choose where Notis should send run reports.
- 5Provide a real contact example for the first run and verify the result in Altoviz.
Questions about this workflow
Can the schedule read Agile CRM automatically?
This setup uses a Notis schedule, not an Agile CRM trigger. The prompt needs access to relevant contact details, such as data supplied to the run or otherwise made available in the connected workflow.
How does Notis decide whether a contact is missing?
Describe the decision in the prompt. Notis can search Altoviz using the contact's email, but it should not assume an email or other identifying data that was not provided.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Altoviz. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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