Give every new task owner the right billing contact
Reassignment should carry billing context with it.
Trigger
Task Assignee Updated
Triggers when an assignee is added to or removed from a task. `changes[]` carries `AssigneeAddChange` and/or `AssigneeRemoveChange` entries. A single event may bundle multiple adds and/or removes — for example when a workflow re-routes a task between two users in one operation.
Action
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.
Why this helps
A new owner may inherit a task without knowing whether the billing contact is valid.
- Improve handoffs between teammates
- Validate contact details at the moment of reassignment
- Reduce repeated context gathering
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Altoviz once.
- 2Create an automation that checks the task's customer email in Altoviz after an assignee change.
- 3Select ClickUp Task Assignee Updated as the trigger.
- 4Choose the Notis report destination.
- 5Test by reassigning one task with a customer email.
Questions about this workflow
Does it run for both additions and removals?
Yes. The trigger covers assignee additions and removals, so your prompt can specify which changes matter.
What if several assignees change at once?
Notis can summarize the bundled changes and perform the lookup once per relevant task.
When this happens · Trigger
Do this · Action
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.
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
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.