Keep Altoviz customer details current from Drive updates
When a customer document changes in Drive, ask Notis to use its updated details to refresh the existing Altoviz customer record and report back.
Trigger
File Updated
Triggers when a file's metadata or content changes in Google Drive.
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A changed customer document can sit unnoticed while outdated contact or company details remain in Altoviz.
- Reduce the gap between a customer document change and an Altoviz record update.
- Use a run report to see whether the update completed.
- Keep the automation focused on an existing customer record.
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 identify the existing Altoviz customer from the updated file, update its customer information using the changed details, and report when the match or details are unclear.
- 4Pick the Google Drive File Updated trigger, choose where run reports go, and test with one real example.
Questions about this workflow
Will it create a customer if no existing record matches?
No. The available action updates an existing customer's information. Ask Notis to report when it cannot confidently identify a record.
What information can it update?
Altoviz's action supports updates to customer contact, company, and personal information. The file must contain the details you want applied.
Should I test this with a real example?
Yes. Test with a file and customer record you can review, then check the run report and resulting customer information.
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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