Carry project stakeholders into Altoviz contacts
Keep the people involved in Agiled projects reachable from your Altoviz contact list.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact record.
Why this helps
Project stakeholders and billing contacts often end up in separate systems, making the right person harder to find.
- Create contact records without confusing contacts with customers.
- Carry supplied stakeholder details into Altoviz.
- Reduce searching across tools for billing conversations.
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 contact using the stakeholder details supplied with the request and report missing details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real project stakeholder handoff and verify the contact.
Questions about this workflow
Does creating a contact also create a customer?
No. This action creates an Altoviz contact. Use the separate customer action when you need a customer billing record.
Can the request include company information?
Yes. Include the available company information in the handoff and ask Notis to use it when creating the contact.
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
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.