Keep Altoviz customer details aligned with Agiled CRM updates
Send a customer change through once and update the billing record without hunting for it manually.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Customer Information
Updates an existing customer's information.
Why this helps
A change to a client email or company detail can be easy to update in one tool and forget in another.
- Carry customer detail changes into Altoviz.
- Reduce missed updates across CRM and billing records.
- Surface unclear matches for review instead of guessing.
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 find the intended existing Altoviz customer using identifying details in the request, update the supplied information, and report unclear matches.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real customer update and confirm the correct Altoviz record changed.
Questions about this workflow
Does the action create a customer if none is found?
No. This action updates an existing customer. Use the create customer action for a new record.
What if multiple records could match?
Have Notis report the ambiguity for review rather than choosing a customer without enough identifying information.
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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