Keep customer details current after you email
When a message confirms a change, ask Notis to update the matching Altoviz customer with the accurate details you provide.
Trigger
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.
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
A customer shares updated information in a conversation, but the billing record can remain stale unless you remember to update it.
- Turn a confirmed email change into a record update
- Reduce forgotten customer detail changes
- Use your supplied information to guide the update
Setup
Build it in a few focused steps.
- 1Connect Gmail and Altoviz once in the Notis portal.
- 2Create an automation for customer detail updates.
- 3In one instruction, tell Notis which confirmed customer details to update and how to identify the customer from the sent message recipient.
- 4Pick Email Sent as the trigger.
- 5Choose where run reports go, then test with one real sent message and confirmed update details.
Questions about this workflow
Does a sent email provide all the new customer details?
Not necessarily. Provide the accurate details in your instruction or other prompt context; the sent event metadata includes sender, recipients, subject, timestamp, and thread ID.
Will the workflow update every recipient?
Tell Notis which recipient identifies the customer. Review the test run to ensure it selects the intended Altoviz customer.
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
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.
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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