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Notis

Create Altoviz contacts from AI-processed inquiries

Let a completed AI inquiry workflow hand off contact details to Altoviz, ready for your next billing or sales step.

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

Useful inquiry details are easy to lose when they live only in an AI conversation or report.

  • Retain contact details from AI-assisted inquiry handling
  • Reduce context switching after an inquiry is processed
  • Create a clear handoff into Altoviz

Setup

Build it in a few focused steps.

  • 1Connect Ai ml api and Altoviz once in the Notis portal.
  • 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
  • 3In one instruction, ask Notis to create an Altoviz contact from each processed inquiry request, using the supplied details.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real processed inquiry and confirm the contact appears in Altoviz.

Questions about this workflow

Is this different from creating an Altoviz customer?

Yes. This workflow creates a contact record. Use the customer action when you need to create a customer record for billing.

Can it infer missing contact details?

The action creates a contact from provided details. Supply the information you want saved rather than relying on unprovided data.

Can I start it from any AI agent?

The package uses a Notis webhook. An AI workflow can send an HTTP request to start it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Ai ml api to Altoviz. A trigger fires from one place; an action lands in another.

Ai ml api triggers

Altoviz actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Product

Creates a new product.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Create a new contact record.

ActionInstant

Delete Product

Permanently deletes an existing product.

ActionInstant

Create Customer

Create a customer record for a company or an individual.

ActionInstant

Find Contact by Email

Finds a contact by email address.

ActionInstant

Create Customer Family

Create a customer family to group and organize customers.

ActionInstant

Find Customer by Email

Finds a customer by email address.

ActionInstant

Find Product by Number

Finds a product by its product number.

ActionInstant

Connect any two apps with Notis in the middle.

Ai ml api and Altoviz, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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