Connect Salesforce to Altoviz

When something happens in Salesforce, Notis takes the next step in Altoviz. Describe what you want in plain English, or start from one of the examples below.

When this happens · Trigger

Do this · Action

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Examples

Ways Notis can move work from Salesforce to Altoviz

View example

Keep Altoviz customer details current from Salesforce contacts

When a Salesforce contact changes, update the matching Altoviz customer's information using the contact's current details.

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Check new Salesforce leads against Altoviz contacts

When Salesforce gets a new lead, look for an Altoviz contact with the same email and surface the match for follow-up.

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Check updated opportunities for an Altoviz customer match

When a Salesforce opportunity changes, search Altoviz by the related customer's email to surface a billing record match.

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Refresh Altoviz customer information after Salesforce account changes

When a Salesforce account is created or updated, update an existing Altoviz customer's information when a matching customer can be identified.

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Look for new Salesforce contacts in Altoviz

When a Salesforce contact is created, search Altoviz for a contact using the same email and report any match.

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Check Altoviz after a Salesforce task is completed

When a Salesforce task is created or completed, search for the related customer's Altoviz record by email and include the result in the run report.

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Look up an Altoviz product after a Salesforce record change

When a monitored Salesforce product record changes, search Altoviz by product number and return its details for review.

Supported Triggers and Actions

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

Salesforce 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

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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

Record Updated (Generic SObject)

Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.

TriggerPolling

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

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

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

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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

Trigger Types

Four ways to start an automation.

A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.

Integration triggers

Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.

New Notion pageStripe chargeCalendar event

Webhook triggers

A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.

Any HTTP POSTCustom backendIoT event

Works with

ZapierPipedream

Most used

Recurring triggers

Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.

Daily · 8:00HourlyWeekdays only

Coming soon

Database triggers

Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.

Row insertedValue > limitQuery match

Why AI automation

Classic automation breaks. AI adapts.

Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.

Classic automationAI automation

Cost

$ · pay per run

$$ · AI models per run

Reliability

Breaks on schema change

Adapts to format changes

Setup

Click 8 dropdowns

Describe it in English

Handles fuzzy

Hard-coded fields only

Reads intent, summarises

Human in loop

Bolted on

Built in · approval inbox

Maintenance

You own every break

Self-heals · we own it

Ease of use

Describe it. Notis builds it.

Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.

You · in the Notis Builder

NEW

“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”

Notis built this automation:

TriggerRow added to "Q4 OKRs"

Condition✦Status = "Blocked"

AI step✦Summarise the blocker in plain English

ActionDM the row owner with summary

Timeout✦No reply in 24h → ping you

Observability

Watch every run.

Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.