Check new Salesforce leads against Altoviz contacts
When a lead arrives, have Notis check Altoviz for a contact with the same email so you can see a possible existing relationship sooner.
Trigger
New Lead Trigger
Triggers when a new Lead 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 new lead may already have a billing relationship, but checking another system by hand adds friction and can delay follow-up.
- Spot a matching Altoviz contact when a lead is created.
- Reduce manual email lookups across systems.
- Give lead follow-up useful billing context.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Altoviz once in the Notis portal.
- 2Create an automation and describe checking each new lead's email against Altoviz contacts.
- 3Pick Salesforce New Lead as the trigger.
- 4Choose where run reports should go, then test with one real new lead.
Questions about this workflow
What does the Altoviz action return?
It searches for a contact using an email address and returns contact details if a match is found.
Will this create or update a contact?
No. This action only searches for a contact by email.
What if the lead has no email address?
Notis cannot perform this email-based lookup without an email. Include that case in your instruction so the run report can make the missing detail clear.
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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