Look up an Altoviz product after a Salesforce record change
When a monitored Salesforce record changes, Notis can check Altoviz for a product number and return product details for review.
Trigger
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.
Action
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.
Why this helps
Product details can be split between CRM and billing tools, making it harder to verify the right item during a record update.
- Retrieve Altoviz product details after a monitored Salesforce change.
- Reduce manual cross-checks for product numbers.
- Make product information available 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 use the changed record's product number to find the Altoviz product.
- 3Pick Salesforce Record Updated as the trigger and specify the relevant SObject type and returned field values.
- 4Choose where run reports should go, then test with one real record update.
Questions about this workflow
Can this trigger monitor any Salesforce object?
The generic trigger monitors fields on a specified Salesforce SObject and uses SystemModstamp to detect changes.
What does Altoviz use to find the product?
Find Product by Number searches using a product number and returns product details such as its id, name, description, and price.
Does the workflow change the product?
No. This action finds a product and returns its details.
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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