Find customer email mismatches before they disrupt billing
A lightweight scheduled audit can show which CRM customer emails resolve to an Altoviz customer and which need a closer look.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Customer by Email
Finds a customer by email address.
Why this helps
When CRM and billing records drift apart, teams discover it only when an invoice needs attention.
- Spot missing customer records earlier.
- Create a simple, reviewable reconciliation list.
- Reduce last-minute billing interruptions.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation prompt to check each supplied customer email in Altoviz and summarize matches.
- 3Choose a Notis schedule for the audit.
- 4Choose where Notis should send the audit report.
- 5Test with a small real sample and review the findings.
Questions about this workflow
Does this update customer emails?
No. The workflow searches for customers by email and reports the results. It does not update either system.
Can it audit every Agile CRM record automatically?
The schedule does not itself provide an Agile CRM trigger or record export. Supply the customer emails to the run through the connected workflow context.
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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