Find the Altoviz customer behind a new finance task
Start finance work with the customer record checked, so you can focus on the next step instead of searching across apps.
Trigger
New Task Created
Triggers when a new task is created in a project.
Action
Find Customer by Email
This tool allows you to find a customer in altoviz by their email address. this is a standalone action that doesn't require any resource ids or dependencies on other tools.
Why this helps
A finance task can stall while you switch apps to check whether its customer already exists in Altoviz.
- Check for an existing customer as soon as the task is created.
- Keep the lookup result with the task context.
- Avoid repeated manual searches in Altoviz.
Setup
Build it in a few focused steps.
- 1Connect Asana and Altoviz once in the Notis portal.
- 2Create an automation by telling Notis the outcome in plain language, in any channel or in Automations, New Automation.
- 3In one instruction, ask Notis to use the email present in a new finance task to find the customer in Altoviz and report the result.
- 4Pick Asana's New Task Created trigger and choose where run reports should go.
- 5Test with one real task that includes a customer email.
Questions about this workflow
Does this create a customer if no match is found?
No. The selected Altoviz action only searches by email. Notis can report that it found no match.
Where does the email come from?
Include the customer's email in the task content. The action looks up customers by email.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Altoviz. A trigger fires from one place; an action lands in another.
Asana 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 in the altoviz system. this tool allows for the independent creation of a product with all necessary details.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Product
This tool allows you to delete an existing product from altoviz. the action permanently removes the product from the system.
Attachment Added to Task
Triggers when an attachment is added to a task.
Find Contact by Email
This tool allows searching for contacts in altoviz using an email address. the action is independently executable and returns contact details if found.
New Comment on Task
Triggers when a comment is added to a task in a project.
Find Customer by Email
This tool allows you to find a customer in altoviz by their email address. this is a standalone action that doesn't require any resource ids or dependencies on other tools.
New Task Created
Triggers when a new task is created in a project.
Find Product by Number
This tool allows users to find products in altoviz using the product number. it retrieves detailed product information including id, name, number, description, price, and other relevant metadata. it is a critical operation for product management in altoviz.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Get Classifications List
This tool retrieves a list of classifications from the altoviz platform. classifications are essential for producing accounting registers from user-created invoices. it can fetch all classifications or filter them by type.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Get Units List
This tool retrieves a list of all available units in the altoviz system. units are used for product measurements and quantity specifications in various transactions.
Task Updated
Triggers when a task is updated in a project.
Get VAT Rates
This tool retrieves a list of all available vat rates from altoviz. it's essential for creating and managing invoices and quotes where vat calculations are required. it supports retrieving vat rates, validating them for different regions, and ensuring correct tax calculations in financial documents.
Connect any two apps with Notis in the middle.
Asana and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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