Connect Clickup to Altoviz
When something happens in Clickup, Notis takes the next step in Altoviz. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Clickup to Altoviz
Check the billing contact when a ClickUp task is created
When a new ClickUp task includes a customer email, find the matching Altoviz contact and report the result.
Look up a customer when a ClickUp comment adds an email
A new ClickUp comment containing a customer email starts an Altoviz customer lookup and returns the matching record.
Update customer information from an edited ClickUp comment
When a billing detail is corrected in a ClickUp comment, find the customer and update Altoviz with the approved information.
Verify the billing contact when a ClickUp task changes owner
When a task is reassigned, check its customer email against Altoviz so the new owner has the right billing contact.
Check VAT rates when a ClickUp task becomes ready to bill
When a task status changes, retrieve Altoviz VAT rates so the team can confirm tax treatment before billing.
Refresh VAT context when a billing due date changes
A changed ClickUp due date triggers a fresh Altoviz VAT rate lookup and a concise readiness report.
Review invoice classifications after a ClickUp priority change
When a billing task priority changes, retrieve Altoviz classifications to help confirm the accounting treatment.
Check Altoviz units when a ClickUp estimate changes
When a task estimate changes, retrieve Altoviz units so quantities and measurements stay consistent with the work plan.
Review billing units when ClickUp time tracking changes
Each tracked-time interval change prompts an Altoviz units lookup and a report for billing review.
Supported Triggers and Actions
Notis builds workflows that link Clickup to Altoviz. A trigger fires from one place; an action lands in another.
Clickup 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.
Folder Created
Triggers when a new Folder is created.
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.
Folder Deleted
Triggers when a Folder is deleted.
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.
Folder Updated
Triggers when a Folder is updated (renamed, content edited, etc.).
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.
List Created
Triggers when a new List is created.
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.
List Deleted
Triggers when a List is deleted.
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.
List Updated
Triggers when a List is updated (renamed, content edited, etc.).
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.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
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Inbox
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1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Clickup and Altoviz
Connect any two apps with Notis in the middle.
Clickup and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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