Keep customer records aligned with account slides
Move approved account changes from presentation to billing record with less follow-up.
Trigger
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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
Account teams document changes in decks, but customer records remain outdated until someone remembers to update them.
- Reduce stale customer information
- Create a traceable update workflow
- Remove repetitive admin from account reviews
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Altoviz in Notis.
- 2Create an automation that extracts customer changes, identifies the matching record, and updates it when details are clear.
- 3Pick Google Slides New Slide Added as the trigger.
- 4Choose a report channel for updates and ambiguous matches.
- 5Test with one account update slide.
Questions about this workflow
What if the slide contains several customers?
Ask Notis to process each clearly identified customer separately and report any ambiguous match.
Can updates be limited to approved slides?
Yes. Include an approval marker or instruction in the automation prompt.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Slides to Altoviz. A trigger fires from one place; an action lands in another.
Google Slides 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.
New Slide Added
Fires when a new slide is added to a Google Slides presentation.
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.
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.
Google Slides and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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