Refresh matching Altoviz customer details from HubSpot
Keep customer information aligned when a new HubSpot contact represents an existing Altoviz customer.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Teams can discover outdated customer contact details in billing only after someone has to search and update them manually.
- Find a customer record using the new HubSpot contact's email.
- Update the existing Altoviz customer with details available from HubSpot, as directed.
- Reduce repeated manual edits across sales and billing records.
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 customer detail updates.
- 3Tell Notis which available HubSpot contact details should update a matching Altoviz customer, using email to find the record.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact and an existing Altoviz customer match.
Questions about this workflow
Will this create a customer if the email has no match?
No. The update action requires an existing customer record. Have Notis report when no matching customer is found.
Which fields will be updated?
Describe the available contact details and intended updates in your instruction. This workflow does not assume unavailable fields or data.
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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