Create an Altoviz customer from each qualified Agile CRM lead
Move a qualified lead into billing with one clear handoff. Notis reads the Agile CRM details in the webhook request and creates a customer in Altoviz.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer
Create a customer record for a company or an individual.
Why this helps
Re-entering lead details into billing slows down the next step and leaves customer records incomplete.
- Reduce repeated data entry after qualification.
- Start customer setup while the sales context is fresh.
- Review each run through Notis reports.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation in Notis by naming it and describing the customer creation outcome.
- 3Choose a Notis webhook trigger and send it the qualified lead details from Agile CRM.
- 4Choose where Notis should send run reports.
- 5Test with one real qualified lead and check the customer in Altoviz.
Questions about this workflow
Does Agile CRM provide a trigger event for this workflow?
No Agile CRM trigger event is listed here. The workflow starts with a Notis webhook, so configure Agile CRM to send a request when a lead is qualified.
What customer data should the webhook include?
Include the available lead name, email, phone, company details, and whether the record represents a company or an individual. Notis can only use details included in the request.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Altoviz.