Create the Altoviz company record during onboarding
Carry the company details collected during onboarding into Altoviz as soon as they are ready, without rebuilding the record by hand.
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
Company onboarding stalls when finance must wait for someone to copy customer details into the billing system.
- Create the billing record as onboarding begins.
- Keep company identity and contact details together.
- Make the next finance step easier to find.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation that describes creating an Altoviz company customer from onboarding details.
- 3Choose a Notis webhook trigger and send the company details when onboarding is ready.
- 4Choose where run reports should go.
- 5Test using one real company onboarding example and inspect the Altoviz record.
Questions about this workflow
What makes this different from a qualified lead handoff?
This workflow is for company onboarding, where the request should identify a business customer and include its company name. It is not intended for an individual customer record.
Will this workflow create or send an invoice?
No. It creates a draft customer record in Altoviz. Invoice creation is a separate action and is not part of this workflow.
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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