Search Altoviz when a prospect email appears
A shared email can be enough to connect a new introduction with an existing contact record.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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
Introductions happen in the middle of work, and checking for prior context can feel like a separate chore.
- Search Altoviz using the email in a team introduction.
- Reduce duplicate work when a prospect has spoken with you before.
- Get a clearer starting point for the next follow-up.
Setup
Build it in a few focused steps.
- 1Connect Slack and Altoviz to Notis once through the portal.
- 2Create an automation in the portal or ask Notis to find a prospect contact when a Slack channel message includes an email.
- 3Write one plain-language instruction to search Altoviz by email and report the contact details found.
- 4Select the Slack Channel Message Received trigger and choose a channel for run reports.
- 5Test with one real prospect introduction that includes an email address.
Questions about this workflow
Does this create or update a contact?
No. It finds a contact by email and returns its details.
What if a message contains several emails?
Clarify in the prompt which prospect email should be used for the lookup.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Altoviz. A trigger fires from one place; an action lands in another.
Slack 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.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
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.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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