Put the newly assigned billing contact in Altoviz
When a customer names a new billing contact, move their details into Altoviz in one deliberate handoff.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact record.
Why this helps
Billing questions go to the wrong person when a contact change stays buried in CRM notes.
- Keep the finance point of contact easy to find.
- Avoid retyping contact details.
- Make the handoff visible in run reports.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation that creates an Altoviz contact from the supplied billing contact details.
- 3Choose a Notis webhook trigger and send the contact details when assigned.
- 4Choose where Notis should send run reports.
- 5Test with one real billing contact and verify it in Altoviz.
Questions about this workflow
Does this update an existing contact?
No. This workflow uses the create contact action. If the goal is to change an existing contact, a separate workflow would need to identify and update that record.
What information should be sent?
Include the contact's name and email, and phone or company information if available and needed.
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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