Check customer records before campaign follow-up
Get a scheduled check of known conversion emails against Altoviz, making existing customer records easier to spot before follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Customer by Email
Finds a customer by email address.
Why this helps
Following up without checking billing records can lead to duplicate customer work and unnecessary context switching.
- Find existing Altoviz customers by email.
- Get a concise scheduled report to guide follow-up.
- Avoid starting from scratch when the customer record already exists.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Altoviz once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to look up the customer emails supplied for campaign follow-up in Altoviz and summarize matches and missing records.
- 4Pick a recurring Notis schedule and choose where run reports go.
- 5Run it with one real example and review the lookup results.
Questions about this workflow
How does Notis get the emails to check?
The scheduled automation needs access to a supplied list or input containing the emails. The listed AimTell context does not specify an automatic subscriber export trigger.
Does this create missing customers?
No. This workflow only looks up customers by email and reports the results.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Altoviz. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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