Turn a billing correction request into an Altoviz customer update
Send a billing correction request to Notis and have it update the customer information you specify in Altoviz.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Update Customer Information
This tool updates an existing customer's information in altoviz. it enables modification of various customer details including contact information, company details, and personal information.
Why this helps
Correcting customer details can take several steps, especially when a request is separated from the billing record.
- Start a correction workflow from an HTTP request.
- Use the details supplied for the requested customer update.
- Reduce manual copying between a request and Altoviz.
Setup
Build it in a few focused steps.
- 1Connect 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 customer reference and corrected details supplied in the request to update the Altoviz customer information.
- 4Pick a Notis webhook trigger and choose where run reports should go.
- 5Test by sending one real example request with a customer reference and the intended corrected details.
Questions about this workflow
What starts this automation?
An HTTP request to the Notis webhook starts it.
Will it decide which details need changing?
Provide the customer reference and the corrected details in the request and instruction. The action updates customer information; it does not determine which values are correct.
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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