Carry customer profile corrections into Altoviz
When a billing detail is corrected in Agile CRM, send the change to Notis so the existing Altoviz customer can be updated.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Customer Information
Updates an existing customer's information.
Why this helps
Outdated billing details lead to avoidable invoice corrections and slow customer follow-up.
- Carry corrections into the billing record promptly.
- Reduce repeated edits across systems.
- Keep a run report for each update attempt.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation that identifies the existing customer and applies only supplied corrected details.
- 3Choose a Notis webhook trigger and send the customer identifier plus corrected information.
- 4Choose where Notis should send run reports.
- 5Test with one real customer correction and review the updated Altoviz record.
Questions about this workflow
How does Notis identify the customer to update?
Provide a reliable identifier, such as the existing Altoviz customer ID or internal ID, along with the corrected fields. The workflow should not guess which record to update.
Will missing values overwrite existing details?
The prompt should explicitly say to update only fields supplied as corrections. Do not treat omitted details as blank values.
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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