Match new Outlook contacts to existing customers
Know whether a new relationship already has a billing record.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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
Teams create duplicate customer records when they cannot quickly check existing contacts.
- Prevent duplicate customer records
- See existing customer context
- Speed up contact onboarding
Setup
Build it in a few focused steps.
- 1Connect Outlook and Altoviz in Notis once.
- 2Create an automation to search for the new contact's email and report any matching Altoviz customer.
- 3Pick New Contact Added as the trigger.
- 4Choose a report channel and test with one newly added contact.
Questions about this workflow
What if multiple customers match?
Notis reports the returned matches so you can select the correct record.
Does it create the customer if none exists?
No. This workflow only searches and reports.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Altoviz. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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