Keep AnyDB people available as Altoviz contacts
Make a person in AnyDB easy to find in Altoviz without retyping their contact details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Contact
Create a new contact record.
Why this helps
Contact details in a separate database slow down billing follow-up and client handoffs.
- Create contacts from a designated AnyDB record.
- Carry over the supplied name, email, phone, and company information.
- Surface incomplete records for follow-up.
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 contact from each incoming AnyDB person record designated for billing follow-up.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real person record and review the run report.
Questions about this workflow
Is an Altoviz contact the same as an Altoviz customer?
They are separate listed actions. This workflow creates a contact; use the customer workflow when you need a customer record.
Can it create a contact without an email?
The supplied action description does not specify required fields. Include the available details and review the run report for any rejected or incomplete record.
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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