Review selected Altoviz customers by email
Keep important customer record checks on a schedule and receive the results without reopening Altoviz.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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
Remembering to check customer records by hand creates recurring busywork and can interrupt higher priority work.
- Look up the customer email addresses you specify.
- Summarize returned customer details for review.
- Send checks to a report destination that fits your routine.
Setup
Build it in a few focused steps.
- 1Connect Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the customer review.
- 3Tell Notis which customer emails to search and what information to include in the report.
- 4Pick a recurring schedule and choose a report channel.
- 5Test with one real customer email address.
Questions about this workflow
Does this create missing customers?
No. It searches for customers by email and returns details if found.
Can I check a list of emails?
Include the email addresses you want searched in your instruction. The action supports lookup 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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