Keep customer records current after approval
Move approved customer changes into billing without another manual pass.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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 change during sales cycles but billing records often lag behind the latest approved deck.
- Reduce stale billing details
- Create a clear approval handoff
- Cut duplicate data entry
Setup
Build it in a few focused steps.
- 1Connect Google Slides and Altoviz in Notis.
- 2Create an automation that reads approved customer changes from the webhook and updates the matching Altoviz record.
- 3Choose a webhook trigger for approved changes.
- 4Select a report channel for successful updates and conflicts.
- 5Test with one approved customer change.
Questions about this workflow
How is the customer matched?
Tell Notis which email or identifying detail in the webhook should be used to find the existing customer.
What if the change is incomplete?
Notis can report the missing detail and leave the Altoviz record unchanged.
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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