Check Altoviz customer context when deal stages change
When a deal moves, quickly see whether its associated contact already has an Altoviz customer record.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Sales teams can miss useful billing context when a deal changes stage and customer history lives in a separate system.
- Run a customer email lookup at the point a deal stage changes.
- Help the team see whether an Altoviz customer exists before follow-up.
- Reduce manual CRM-to-billing searches during deal handoffs.
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 name it for deal customer checks.
- 3Tell Notis to use the associated contact email on a changed deal to find an Altoviz customer and report the match.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal update that has an associated contact email.
Questions about this workflow
What if the deal has no associated contact email?
The workflow cannot search by email without one. The run report can identify that the lookup could not be made.
Does a stage change create or update a customer?
No. The Altoviz action used here only finds a customer by email.
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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