Check every new HubSpot lead against Altoviz
See whether a new lead already has an Altoviz customer record, without switching apps to search manually.
Trigger
Contact Created Trigger
Contact Created Trigger
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
A new lead may already be a customer, but checking two systems by hand creates extra context switching and duplicate follow-up.
- Find a matching Altoviz customer using the contact email.
- Make existing customer context easier to spot during lead follow-up.
- Reduce manual searching across CRM 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 give it a clear name.
- 3Tell Notis to look up each new HubSpot contact in Altoviz using its email and report whether a customer was found.
- 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
- 5Test with one real contact that has an email address.
Questions about this workflow
Does this create a customer in Altoviz if none is found?
No. The selected action only finds a customer by email and returns details when a match exists.
What information is used for the lookup?
The workflow uses the new HubSpot contact's email address. A contact without an email cannot support this lookup.
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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