Create Altoviz customers from AI-qualified leads
When an AI workflow qualifies a lead, start a Notis automation that creates the customer record in Altoviz.
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
Qualified leads can stall when customer details have to be copied into billing software by hand.
- Reduce manual copying between lead workflows and billing
- Keep newly qualified prospects ready for invoicing
- Use a plain language instruction to describe the customer creation outcome
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 customer from each qualified lead request, using only the details supplied.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real qualified lead request and review the Altoviz result.
Questions about this workflow
Does Ai ml api provide the trigger for this workflow?
No. Ai ml api has no listed trigger events, so a Notis webhook starts the automation when an HTTP request arrives.
What customer details should the request include?
Include the details needed for the customer type. Company customers require a company name; individual customers typically use a first and last name.
Does this workflow issue an invoice?
No. It creates a customer record only. A separate workflow would be needed to create a draft invoice.
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.
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.
Ai ml api and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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