Turn billing-ready onboarding records into Altoviz customers
A regular onboarding sweep catches clients who are ready for a billing record before they disappear into the task queue.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Customer
Create a customer record for a company or an individual.
Why this helps
A new client can complete onboarding but still wait for someone to create their billing customer record.
- Catch billing setup as part of onboarding follow-through.
- Create records only for clients marked ready.
- See progress through Notis run reports.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation describing which onboarding records qualify for customer creation.
- 3Choose a Notis schedule and set the sweep frequency.
- 4Choose where Notis should send run reports.
- 5Test with one billing-ready onboarding record and inspect Altoviz.
Questions about this workflow
How should the workflow decide who is ready?
Supply a clear onboarding status or describe the qualifying signal in the prompt. Notis should skip records with ambiguous status.
How can duplicate customer creation be avoided?
Include an email or other reliable identifier and ask Notis to check for an existing customer before creating a new one. The matching data must be available to the run.
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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