Turn Agiled client handoffs into Altoviz customers
Pass a client handoff to Notis and have the customer record created in Altoviz, ready for billing.
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 client details across your CRM and billing system creates busywork and leaves customer records incomplete.
- Avoid retyping client details into Altoviz.
- Use the provided information to create a company or individual customer.
- Keep client onboarding moving into billing.
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 create an Altoviz customer from the client details supplied with the request, choosing Company or Individual from those details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client handoff and confirm the customer record.
Questions about this workflow
Does Agiled provide a trigger for this automation?
No Agiled trigger is listed here. A webhook starts the automation when an HTTP request is sent to it.
What details should the request include?
Include the customer details needed for creation, such as company name for a Company customer or first and last name for an Individual customer.
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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