Refresh Altoviz customer information as deals progress
Keep billing customer details current as sales opportunities move, using the associated contact email to find the record.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Important contact changes can get lost between a deal update and the separate billing system where customer details are maintained.
- Check for an Altoviz customer using the deal's associated contact email.
- Apply the updates you specify using available HubSpot information.
- Make deal handoffs less dependent on someone remembering a separate customer edit.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis what customer details to update in Altoviz when it finds a matching email on a changed deal.
- 4Pick the HubSpot Deal Stage Updated trigger and choose a destination for run reports.
- 5Test with one real stage update linked to an existing Altoviz customer.
Questions about this workflow
What if no Altoviz customer matches the associated email?
There is no existing customer to update. Ask Notis to report the missing match so it can be reviewed.
Can this update a customer using only the company name?
The available customer lookup action uses email. The workflow requires an associated contact email for a reliable match.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Altoviz. A trigger fires from one place; an action lands in another.
Hubspot 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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
Hubspot and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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