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Notis

Turn parsed introductions into Altoviz contacts

Keep useful introductions from getting lost in a pile of scanned cards and documents. Notis can create a contact from each submitted parse.

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

Contact details captured in a document are not useful if they never make it into the place you look them up.

  • Capture names and contact details with less retyping.
  • Put extracted introductions into Altoviz contacts.
  • Get a report when the source record lacks useful contact information.

Setup

Build it in a few focused steps.

  • 1Connect Altoviz in the Notis portal and arrange for parsed contact details to reach a Notis webhook.
  • 2Create an automation from Automations, New Automation.
  • 3Tell Notis to create an Altoviz contact from each submitted business card or introduction record.
  • 4Choose the webhook trigger and a destination for run reports.
  • 5Test with one real parsed contact and check the created record.

Questions about this workflow

Does creating a contact also create a customer?

No. This workflow uses the Create Contact action. Use a customer workflow when you need a customer record.

Can Notis fill in details that were not in the parse?

No. It can use returned data and your instructions, but missing names or contact details need to be supplied.

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.

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.

Airparser and Altoviz, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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