Spot Agiled clients without an Altoviz customer record
Get a focused list of client records that may need billing setup, without repeatedly checking both apps by hand.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Customer by Email
Finds a customer by email address.
Why this helps
Clients can move through projects before anyone notices their billing customer record is missing.
- Find client emails without a corresponding Altoviz customer match.
- Turn billing setup gaps into a reviewable report.
- Reduce last-minute customer record searches.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to review Agiled client email details, check Altoviz customers by email, and report clients without a match.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real client record and confirm the match report.
Questions about this workflow
Does this workflow create missing customers?
No. It checks for a customer by email and reports whether a match is found. Create records through a separate customer creation workflow.
How often will it run?
Choose the recurring schedule when you set the Notis cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Altoviz. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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