Create customer families from parsed segment details
When a document or intake record defines a customer grouping, send its details to Notis and create the matching family in Altoviz.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Customer Family
Create a customer family to group and organize customers.
Why this helps
Customer categories described in intake or planning documents can remain informal and never reach the accounting system.
- Move a supplied customer grouping into Altoviz.
- Reduce manual setup for customer categories.
- Keep the created family details visible in a run report.
Setup
Build it in a few focused steps.
- 1Connect Altoviz in the Notis portal and send parsed segment details to a Notis webhook.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create an Altoviz customer family from each submitted segment request.
- 4Pick the webhook trigger and a destination for run reports.
- 5Test with one real segment description and review the family in Altoviz.
Questions about this workflow
Does this assign existing customers to the new family?
The listed action creates a customer family. It does not describe assigning customers to it.
Can Notis infer a segment from arbitrary customer records?
Only if your instruction defines the rule and the submitted data contains the needed information. The workflow cannot assume a segment criterion that was not provided.
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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