Give an Agile CRM customer segment a home in Altoviz
Carry a useful customer grouping into Altoviz so finance can organize related customer records under a named family.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer Family
Create a customer family to group and organize customers.
Why this helps
Teams lose the context behind a customer segment when it exists only in the CRM.
- Preserve a useful grouping for billing operations.
- Reduce manual recreation of customer categories.
- Give finance a shared label for related customers.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation that creates a customer family using the supplied segment name and description.
- 3Choose a Notis webhook trigger and send the segment details when the group is ready.
- 4Choose a destination for run reports.
- 5Test with one real segment and confirm its family in Altoviz.
Questions about this workflow
Will this add all segment members to the family?
The listed action creates a customer family. It does not describe assigning customers to it, so this workflow creates the category only.
What should the webhook include?
Send the segment name and any description that should be used to create the family. Do not expect Notis to infer missing segment details.
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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