Keep finance customer families aligned with approved CRM segments
A scheduled review gives you a calm checkpoint to decide which CRM segments deserve an Altoviz customer family.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Customer Family
Create a customer family to group and organize customers.
Why this helps
Customer categories often drift because nobody has a clear moment to review and recreate the useful ones in billing.
- Create only families that have a clear finance use.
- Reduce ad hoc category setup.
- Keep a review report for the decisions made.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation describing how to select approved segment names for family creation.
- 3Choose a Notis schedule for the review.
- 4Choose where to receive run reports.
- 5Test with one approved segment and inspect the resulting family in Altoviz.
Questions about this workflow
Will Notis know which segments are approved?
Only if approval status is included in the supplied details or explained in the prompt context. Provide that information explicitly.
Does creating a family assign customers to it?
No. The available action creates the family record but does not assign customers.
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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