Keep Altoviz customer records aligned with ClickUp corrections
A corrected comment can become a clean customer record update.
Trigger
Task Comment Updated
Triggers when an existing comment on a task is edited. `changes[]` carries one `CommentChange` entry whose `comment` field is the comment in its updated form.
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
Customer changes are often buried in comment edits and never reach billing records.
- Capture corrected billing information
- Reduce stale customer records
- Create an auditable run report
Setup
Build it in a few focused steps.
- 1Connect ClickUp and Altoviz in Notis.
- 2Create an automation that identifies approved customer changes in edited comments and updates the matching Altoviz customer.
- 3Choose ClickUp Task Comment Updated as the trigger.
- 4Select where run reports should be delivered.
- 5Test with one edited comment containing a deliberate customer correction.
Questions about this workflow
How does Notis know which customer to update?
Tell it to use the email or other identifying detail present in the comment; missing identifiers should be reported.
Can it update every field?
It can update the customer information supported by the Altoviz action and your instruction.
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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