Check for an Altoviz customer after Salesforce task activity
After a Salesforce task is completed, let Notis check Altoviz for the related customer so billing context is easier to carry into the next step.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
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
Task follow-up can end without anyone checking whether the related person or company already has a billing record.
- Bring a customer lookup into task follow-up.
- Reduce context switching after Salesforce activity.
- Make a possible billing relationship visible in the run report.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Altoviz once in the Notis portal.
- 2Create an automation asking Notis to find the related Altoviz customer by email and report the result.
- 3Pick Salesforce Task Created or Completed as the trigger.
- 4Choose where run reports should go, then test with one real task.
Questions about this workflow
Does this trigger run only when a task is completed?
It can trigger when a Task is created or when its status changes to Completed. The trigger supports optional filtering by Status or Subject, but users do not build filters during setup.
What does the lookup need?
Altoviz Find Customer by Email requires the related customer's email address.
Does this action update the customer's record?
No. It only searches for a customer and returns details if found.
When this happens · Trigger
Do this · Action
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.
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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
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.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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