Look for new Salesforce contacts in Altoviz
A new CRM contact can prompt an immediate Altoviz email search, making it easier to notice an existing contact record without another manual lookup.
Trigger
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Action
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.
Why this helps
A newly added contact may already be present in billing, but checking by hand is easy to postpone during a busy day.
- Check for an existing Altoviz contact as Salesforce contacts are added.
- Reduce repetitive searching across apps.
- Make possible existing relationships visible earlier.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Altoviz once in the Notis portal.
- 2Create an automation that searches Altoviz using the email of each new Salesforce contact.
- 3Pick Salesforce New Contact as the trigger.
- 4Choose where run reports should go, then test with one real new contact.
Questions about this workflow
Does this action find a customer or a contact?
It searches Altoviz contacts by email and returns contact details if a match is found.
Will Notis add a contact if no match exists?
No. The available action only searches for an existing contact.
What happens when a new contact has no email?
The search requires an email. Your instruction can ask Notis to report that the address is missing.
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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