Keep Altoviz customer information current from sent email
Let completed conversations keep your customer records tidy.
Trigger
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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
Important address, company, or contact changes often remain trapped in email threads.
- Reduce stale customer information
- Capture details after confirmation
- Cut repetitive record updates
Setup
Build it in a few focused steps.
- 1Connect Outlook and Altoviz in Notis once.
- 2Create an automation instructing Notis to identify the customer and update only confirmed information from each sent message.
- 3Pick New Sent Message as the trigger.
- 4Choose a report destination and test with one sent message containing a real update.
Questions about this workflow
What information can be updated?
Notis can apply confirmed customer contact, company, or personal details that Altoviz accepts.
Will it infer unconfirmed changes?
The instruction should require confirmed details only; ambiguous information is reported for review.
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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