Find an Altoviz customer from an updated Salesforce opportunity
Bring billing context into deal follow-up by having Notis search Altoviz for a customer related to an updated Salesforce opportunity.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Deal reviews often require a separate search for the customer in billing, interrupting the flow of updating and following an opportunity.
- Surface whether a related Altoviz customer exists after an opportunity update.
- Reduce app switching during deal follow-up.
- Make billing context easier to review alongside opportunity work.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Altoviz once in the Notis portal.
- 2Create an automation that asks Notis to look up the related customer's email in Altoviz when an opportunity changes.
- 3Pick Salesforce New or Updated Opportunity as the trigger.
- 4Choose where run reports should go, then test with one real opportunity update.
Questions about this workflow
What information does this lookup need?
Altoviz searches by email. Your instruction should tell Notis how to identify the related customer's email from the Salesforce data available to the run.
Does the lookup change the opportunity or customer?
No. Find Customer by Email is a search action that returns customer details if found.
What if the opportunity data does not include a customer email?
The lookup cannot run without an email. Ask Notis to report that the email is missing so you can decide what to do next.
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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