Refresh customer details before a meeting
Keep a customer's Altoviz record current with details you provide as you prepare for the meeting.
Trigger
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
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 details shared during preparation can be forgotten before anyone updates the billing record.
- Use a meeting reminder as a cue to update a customer record.
- Apply only customer changes included in the instruction or provided context.
- Reduce the chance of details gathered during prep being lost.
Setup
Build it in a few focused steps.
- 1Connect Google Calendar and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, or describe the outcome to Notis in plain language.
- 3In one instruction, name the customer and specify the new information to apply when this meeting approaches.
- 4Pick Event Starting Soon as the trigger.
- 5Choose where run reports go and test with one real meeting and a safe customer detail update.
Questions about this workflow
Can the attendee lookup identify and update the right customer automatically?
The listed update action requires an existing customer, and the available actions do not provide a documented way to pass a found customer ID into it. Specify the customer clearly in the instruction or context.
What details can be updated?
The action supports customer information such as contact, company, and personal information. Supply the exact change in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Calendar to Altoviz. A trigger fires from one place; an action lands in another.
Google Calendar 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.
Attendee Response Changed
Polling trigger that fires when any attendee's RSVP changes to accepted, declined, or tentative. Returns attendee info and current status.
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.
Event Canceled or Deleted
Triggers when a Google Calendar event is cancelled or deleted. Returns minimal data: event_id, summary (if available), and cancellation timestamp.
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.
Event Starting Soon
Triggers when a calendar event is within a configured number of minutes from starting. Returns event details, time remaining, attendees, and join links when available.
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.
Calendar Event Changes
**SOON TO BE DEPRECATED** - Use Calendar Event Sync (polling trigger) instead. Real-time webhook trigger for calendar event changes. Returns event metadata only. For full event data, use Calendar Event Sync (polling trigger).
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.
Event Created
Polling trigger that fires when a new calendar event is created. Returns event ID, summary, start/end times, and organizer info.
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.
Calendar Event Sync
Polling trigger that returns full event data including details, attendees, and metadata. For real-time notifications with basic info, use Calendar Event Changes (webhook).
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.
Google Calendar 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.