Prepare renewal-ready customers for Altoviz billing
Give renewals a clear finance handoff by preparing the customer record when the renewal information is confirmed.
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
Renewal billing can be delayed when existing customer context is spread across sales notes and a separate billing system.
- Create a clear checkpoint before renewal billing.
- Carry confirmed renewal customer details into Altoviz.
- Flag incomplete records 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 prompt to identify renewal-ready records and create the required Altoviz customer.
- 3Choose a Notis schedule for the renewal review.
- 4Choose where Notis should send run reports.
- 5Test with one renewal-ready record and verify the customer in Altoviz.
Questions about this workflow
Will this create a duplicate for an existing customer?
The prompt should search for an existing customer using a reliable identifier and skip creation when one is found. Make sure the identifier is present in the run data.
Does this generate a renewal invoice?
No. It creates a customer record only. Invoice generation is a separate workflow and requires invoice details.
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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