Find the customer mentioned in a ClickUp comment
Turn a pasted email into an immediate customer lookup.
Trigger
Task Comment Posted
Triggers when a comment is added to a task. `changes[]` carries one `CommentChange` entry whose `comment` field is the typed `ClickupComment` object (id, text, user, reactions, etc.).
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
Important billing details can sit inside comments where they are easy to miss.
- Catch customer details where work is discussed
- Avoid manual copy and paste between apps
- Return a clear found or not found result
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Altoviz once in Notis.
- 2Create an automation that asks Notis to extract an email from each new comment and search Altoviz.
- 3Select ClickUp Task Comment Posted as the trigger.
- 4Pick a report channel for lookup results.
- 5Test with a real comment containing an email address.
Questions about this workflow
Can it handle comments without an email?
Yes. Instruct it to report that no searchable email was found.
Will it search every comment?
It runs for each posted comment, then follows the instruction you provide.
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
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