Give new customer tiers a matching Altoviz family
Keep a meaningful customer tier visible to finance by creating its corresponding Altoviz family when the tier is ready.
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
Customer tier names lose their usefulness when a finance team cannot recognize or group them in its billing platform.
- Carry customer tier language into finance.
- Reduce repeated setup for new groupings.
- Keep the family creation tied to a clear event.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation prompt to create a customer family from the supplied tier details.
- 3Choose a Notis webhook trigger and send the tier name when it is approved for use.
- 4Choose where Notis should send run reports.
- 5Test with one real tier and confirm the family appears in Altoviz.
Questions about this workflow
Does the workflow assign customers to the family?
No. The available action creates the family only. Membership assignment is not included in the listed actions.
Should every CRM tier become a family?
Only if that is the intended finance organization. Describe which tiers qualify in the prompt or include an explicit approval signal.
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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