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Notis

Move qualified Airtop leads into Altoviz customers

Turn a qualified lead into a customer record while the research and qualification context are fresh.

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

A qualified lead can still get stuck between research and invoicing because customer records require details that need a careful handoff.

  • Reduce repeated entry of confirmed customer information.
  • Keep customer creation tied to the qualification result.
  • Avoid guessing a company name or individual identity.

Setup

Build it in a few focused steps.

  • 1Connect Airtop and Altoviz once in the Notis portal.
  • 2Create an automation and describe when a researched lead is ready to become a customer.
  • 3Choose the Notis webhook trigger used by your Airtop handoff.
  • 4Select a report channel for run outcomes and review requests.
  • 5Test with one real lead and confirm its customer type and details.

Questions about this workflow

Does this work for companies and individuals?

Yes, if your Airtop results provide enough confirmed details. The instruction should specify how to distinguish company and individual customers and what to do when unclear.

Does the workflow create an invoice?

No. It creates a customer record only.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Airtop to Altoviz. A trigger fires from one place; an action lands in another.

Airtop 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.

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

When this happens · Trigger

Do this · Action

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