Prepare Altoviz contacts from your event roster
Turn a CRM event roster into a focused contact setup task. Notis can create the Altoviz contacts that need billing or purchasing follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Contact
Create a new contact record.
Why this helps
After an event, useful billing contacts get buried in a roster and require a tedious manual transfer.
- Create a short list of finance-relevant contacts.
- Reduce copy-and-paste work after events.
- Keep follow-up contact details in Altoviz.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation prompt explaining which roster contacts need an Altoviz record.
- 3Choose a Notis schedule for the post-event review.
- 4Choose a channel for Notis run reports.
- 5Test with one real roster entry and confirm the contact appears in Altoviz.
Questions about this workflow
Does this import every event attendee?
No. The prompt should describe which contacts are relevant, such as billing or purchasing contacts. Notis should not infer a role unless the provided information supports it.
What should be included in the roster data?
Include identifying details such as name and email, plus company or role details when available. The contact creation action can only use the information supplied.
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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