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Notis

Keep Altoviz customer details in step with Jira updates

When a Jira issue is updated with a clear customer information change, update the existing customer record in Altoviz.

Trigger

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this 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

Customer detail changes can be documented in Jira and still be missed in the billing system.

  • Reduce manual re-entry of clearly documented customer changes.
  • Use issue updates as a signal to revisit customer information.
  • See the action outcome in the chosen run report channel.

Setup

Build it in a few focused steps.

  • 1Connect Jira and Altoviz once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name and prompt.
  • 3In one instruction, ask Notis to update the existing Altoviz customer only when the Jira issue clearly identifies the customer and states the new information.
  • 4Pick the Jira Updated Issue trigger and choose where run reports should go.
  • 5Test with one real issue containing a customer change.

Questions about this workflow

Can this update any customer's record?

The action updates an existing customer. The Jira issue needs enough information to identify that customer and clearly state the change.

Does a Jira comment trigger this workflow?

No. The Updated Issue event does not fire for comment activity such as adding, editing, or deleting a comment.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Jira to Altoviz. A trigger fires from one place; an action lands in another.

Jira triggers

Altoviz actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Product

Creates a new product in the altoviz system. this tool allows for the independent creation of a product with all necessary details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Product

This tool allows you to delete an existing product from altoviz. the action permanently removes the product from the system.

ActionInstant

New Issue

Fires when a new issue is created in the Jira project you configure. Only issues created in that project produce an event.

TriggerInstant

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.

ActionInstant

New Project

Triggered when a new project is added in Jira

TriggerInstant

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.

ActionInstant

Updated Issue

Fires when an existing issue is changed in the Jira project you configure — for example its status, assignee, or any other field on the issue is updated. Only issues in that project produce an event. It does not fire on comment activity: adding, editing, or deleting a comment on an issue will not produce an event from this trigger.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Jira and Altoviz, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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