Bring Altoviz quote review into a recurring workflow
Set aside a reliable review moment for quotes and the browser work around them, then receive a concise run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Sale Quotes
Find or retrieve sales quotes.
Why this helps
Quotes can sit without attention when browser research and billing review happen in separate routines.
- Create a repeatable quote review checkpoint.
- Summarize retrieved quote information in a run report.
- Make missing follow-up context visible for a person to resolve.
Setup
Build it in a few focused steps.
- 1Connect Airtop and Altoviz once in the Notis portal.
- 2Create an automation that checks the relevant Airtop pages and retrieves Altoviz sale quotes.
- 3Choose a recurring Notis schedule as the trigger.
- 4Choose a report channel for the quote review.
- 5Test a run and confirm the retrieved quote details support your review.
Questions about this workflow
Can it determine whether a quote was accepted?
Only if the Airtop workflow or Altoviz data returns that information. Tell Notis to report unknown status rather than infer it.
Can it create a quote?
No. This action finds sale quotes. The listed action set does not include quote creation.
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.
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.
Airtop and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Altoviz.