Surface Altoviz classifications from CRM context
Turn accounting questions in notes into a ready reference.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
Action
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.
Why this helps
Classification research gets delayed when it requires opening another system manually.
- Shorten accounting research
- Support cleaner billing decisions
- Keep context attached to the original note
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Altoviz in Notis once.
- 2Create an automation for classification lookups from notes.
- 3Tell Notis to retrieve the classifications relevant to the new note and summarize the options.
- 4Pick the Pipedrive New Note Received trigger.
- 5Choose a report channel and test with one real note.
Questions about this workflow
Can the note determine the exact classification?
Only if the note provides enough context. Otherwise Notis should return relevant options and flag the decision.
Does this create an accounting register?
No. It retrieves the available classifications.
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.
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 Deal Received Trigger
Triggered when a new deal is created in Pipedrive
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.
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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 Organization Received Trigger
Triggered when a new organization is created in Pipedrive
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.
Pipedrive and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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