Review Altoviz sale quotes on a schedule
Keep quote review from relying on memory by putting a retrieval and summary into a recurring Notis run.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Sale Quotes
Find or retrieve sales quotes.
Why this helps
Quotes can be easy to overlook when the only review process is remembering to search for them.
- Make quote review a predictable routine
- See retrieved quote information in one report
- Reduce the effort of remembering a separate manual search
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 retrieve Altoviz sale quotes and summarize the available results for review.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and verify the report reflects the quotes returned by Altoviz.
Questions about this workflow
Can this identify quotes that need follow-up?
Only if the returned quote details support that assessment. The action is described as retrieving quotes, not providing a specific follow-up status.
Does it send or finalize quotes?
No. It finds sale quotes and summarizes the returned results.
Can I limit the lookup to a customer?
The listed action can filter by internal ID or return all quotes. Use a supported internal ID when a narrower lookup is needed.
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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