Move approved AnyDB clients into Altoviz
When a client record is ready, create the matching Altoviz customer from its available details.
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
Re-entering client details into billing software adds admin and can delay invoicing.
- Create customers from records marked ready for billing.
- Use only the details present in the AnyDB record.
- Flag missing company or personal details in the run report.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create an Altoviz customer from each incoming client record marked ready, using the supplied company or individual details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real client record and review the run report.
Questions about this workflow
Does this run when any AnyDB record changes?
The Notis webhook starts the automation when an HTTP request reaches it. AnyDB has no listed trigger events here, so arrange for the relevant process to send the webhook when a client is ready.
What if the record is missing required customer details?
Notis can report the missing information instead of creating a customer with incomplete details. Company customers require a company name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Altoviz. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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