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Notis

Check Altoviz product details before quoting

Verify the product behind a new deal before billing work begins.

Trigger

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

Action

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.

Why this helps

Teams lose time confirming product numbers across sales and billing tools.

  • Verify product information early
  • Reduce pricing mistakes
  • Give sales and finance shared context

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Altoviz in Notis once.
  • 2Create an automation for product verification from new deals.
  • 3Tell Notis to find the Altoviz product using the product number in the deal and summarize its details.
  • 4Pick the Pipedrive New Deal Received trigger.
  • 5Choose a report channel and test with one real deal.

Questions about this workflow

What if the deal has no product number?

Notis can report the missing number so the deal owner can complete it.

Does this change the product?

No. It retrieves product information only.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Pipedrive 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 Deal Received Trigger

Triggered when a new deal is created in Pipedrive

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 Note Received Trigger

Triggered when a new note is created in Pipedrive

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

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

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.

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

When this happens · Trigger

Do this · Action

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