Create Altoviz customers from parsed client details
Capture client details once. Notis can turn an Airparser result into a customer record in Altoviz and report what needs your attention.
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
Copying company or personal details from parsed documents into accounting software is easy to postpone and easy to get wrong.
- Reduce retyping of client information.
- Create company or individual customer records from supplied details.
- Surface missing required information in the run report.
Setup
Build it in a few focused steps.
- 1Connect Altoviz in the Notis portal and make Airparser's parsed details available to a Notis webhook.
- 2Create an automation in Automations, New Automation, and name it for customer intake.
- 3Tell Notis to create an Altoviz customer from each submitted record and report missing required details instead of guessing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real parsed customer record and review the result.
Questions about this workflow
Does Airparser start this automation directly?
No Airparser trigger event is listed here. A Notis webhook starts the workflow when it receives a request containing the parsed details.
Can this create a company or an individual?
Yes. The supplied information must support the appropriate Altoviz customer type. Company customers require a company name; individual records typically use first and last name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Altoviz. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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