Find the Altoviz customer behind each new billing file
A new billing document lands in Drive. Notis checks the email it contains against Altoviz and reports the customer match.
Trigger
File Created
Triggers when a new file is created in Google Drive.
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
Billing documents pile up in Drive while you lose time searching Altoviz for the matching customer.
- Find a customer from a new billing document without a manual Altoviz search.
- See when the document has no usable email or no customer match.
- Keep billing file review moving from the place where the document arrives.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to find the Altoviz customer matching an email found in each new billing file and report missing emails or unmatched customers.
- 4Pick the Google Drive File Created trigger, choose a report channel, then test with one real example.
Questions about this workflow
What does this automation do?
When a new file is created in Drive, Notis can use an email found in the document to run Altoviz's customer lookup and report the result.
Does it create or update a customer?
No. This workflow uses the Find Customer by Email action, which searches for a customer and returns details.
What if the document has no email address?
Ask Notis in the instruction to report that the email is missing so you can review the file.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Altoviz. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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.
File Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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.
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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 Drive and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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