Resolve the billing customer behind every note
End note review with a confirmed customer record.
Trigger
New Note Received Trigger
Triggered when a new note is created in Pipedrive
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
Notes often contain useful billing context without a direct link to the accounting record.
- Reduce record hunting
- Make follow-up more reliable
- Keep customer context visible
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Altoviz in Notis once.
- 2Create an automation for customer searches from notes.
- 3Tell Notis to find the Altoviz customer using the note email and summarize the result.
- 4Pick the Pipedrive New Note Received trigger.
- 5Choose a report channel and test with one real note.
Questions about this workflow
What happens when no customer matches?
Notis reports that no match was found so you can decide what to do next.
Can it create a new customer?
No. The selected action only finds an existing customer.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Altoviz.