Know which Altoviz customer just emailed
When a customer writes, have Notis check their sender address against Altoviz and bring the result into your run report.
Trigger
New Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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
Customer emails arrive among everything else, and confirming who is writing means another manual search.
- Identify existing customers from incoming mail
- Spend less time switching to billing records
- Get customer details alongside run reports
Setup
Build it in a few focused steps.
- 1Connect Gmail and Altoviz once in the Notis portal.
- 2Create an automation and name it for customer identification.
- 3In one instruction, ask Notis to search Altoviz for the sender email on each new message and report any customer details found.
- 4Pick New Gmail Message Received as the trigger.
- 5Choose a report destination and test with one real customer email.
Questions about this workflow
How does it identify a customer?
It searches Altoviz using the sender email available in the new Gmail message.
Will it change customer records?
No. This workflow only finds a customer and returns available details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Gmail to Altoviz. A trigger fires from one place; an action lands in another.
Gmail triggers
Altoviz actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Product
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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.
Email Sent
Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.
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 Gmail Message Received Trigger
Triggers when a new message is received in Gmail.
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.
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.
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.
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.
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.
Gmail and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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