Bring AnyDB customer segments into Altoviz
Create a corresponding customer family in Altoviz when a segment is ready for billing organization.
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 group names maintained in separate systems are easy to overlook during billing setup.
- Reduce repeated setup for customer groupings.
- Use the segment name and context supplied in AnyDB.
- Get a run report when segment details need attention.
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 family for each incoming AnyDB segment marked for billing organization.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real segment record and review the run report.
Questions about this workflow
Does this assign customers to the new family?
The listed action creates a customer family. It does not describe assigning existing customers to it.
What should trigger the webhook?
Use the process that marks a segment ready for Altoviz organization to send the request to the Notis webhook.
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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