Add new Altoviz customers to Salesforce automatically
A paid invoice can be the first signal to start a customer relationship. Send the payment event to Notis and have Salesforce create an account from the customer details it includes.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create account
Creates a new account in salesforce with the specified information.
Why this helps
Copying customer details from a billing event into Salesforce adds busywork and can leave new customers out of your CRM.
- Capture a new paying customer in Salesforce from an incoming webhook.
- Reduce manual entry after invoice payment.
- Use customer details present in the webhook payload.
Setup
Build it in a few focused steps.
- 1Connect Altoviz and Salesforce once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Tell Notis to create a Salesforce account from customer details in the paid invoice event.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real Altoviz payment example.
Questions about this workflow
Does Altoviz provide the webhook trigger event?
Altoviz triggers are not listed here. Notis starts this workflow with its webhook trigger when an HTTP request arrives.
What customer details will Salesforce receive?
Notis can use customer details included in the incoming event. Supply any details the payload does not contain.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Altoviz to Salesforce. A trigger fires from one place; an action lands in another.
Altoviz triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Altoviz and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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