Keep customer details consistent with a scheduled review
Set aside a recurring moment for customer record upkeep. Notis can apply confirmed changes to existing Altoviz records using details supplied from Agile CRM.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Customer Information
Updates an existing customer's information.
Why this helps
Customer information drifts when updates are made in one system and never carried over to billing.
- Make customer data upkeep more predictable.
- Correct billing records before the next invoice.
- Keep changes tied to a review report.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation prompt describing how to identify confirmed changes and match the existing customer.
- 3Choose a Notis schedule for the review.
- 4Choose where Notis should send run reports.
- 5Test with one customer and verify the changed fields in Altoviz.
Questions about this workflow
Can this infer what changed since the last run?
Only when the run receives change history or a clear comparison baseline. If that information is unavailable, supply confirmed corrections explicitly.
What prevents an incorrect customer update?
Include a reliable customer identifier and instruct Notis to skip records that cannot be confidently matched.
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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