Process ready AnyDB clients in a scheduled batch
Let Notis check for customer records awaiting setup and add eligible customers to Altoviz on your schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Customer
Create a customer record for a company or an individual.
Why this helps
A growing pile of ready-to-bill client records makes onboarding and invoice preparation harder to track.
- Handle a batch of ready records at a chosen cadence.
- Reduce the need to remember individual customer setup tasks.
- Get a report of records that need more information.
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 find AnyDB client records marked ready for billing and create Altoviz customers from their supplied company or individual details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real eligible record and review the outcome.
Questions about this workflow
How should records be marked as eligible?
Use a clear status or other signal in the AnyDB data that Notis can inspect, such as ready for billing.
Can the batch handle a mix of companies and individuals?
The Altoviz action supports Company and Individual customer types. The records should identify the intended type and include the corresponding details.
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
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.