Check Altoviz before setting up a new lead as a customer
Avoid duplicate billing records by checking a lead's email in Altoviz before the team starts customer setup.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Customer by Email
Finds a customer by email address.
Why this helps
Creating a second customer record for an existing client makes billing history harder to follow.
- Check for an existing customer before onboarding.
- Reduce duplicate records and cleanup work.
- Give the team a clear result to act on.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation that looks up the supplied lead email and reports the result.
- 3Choose a Notis webhook trigger and send the lead email for review.
- 4Choose where Notis should send run reports.
- 5Test with one real email known to exist or not exist in Altoviz.
Questions about this workflow
Does this workflow create a customer?
No. It only searches Altoviz by email and reports the result. It is intended as a pre-onboarding check.
What if a lead does not have an email?
The customer lookup requires an email address. The prompt should report that the lookup could not be performed when the request does not include one.
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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