Carry customer corrections into Altoviz
When someone shares an updated customer detail in a Slack channel, Notis can apply the correction to the existing Altoviz customer 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
Update Customer Information
This tool updates an existing customer's information in altoviz. it enables modification of various customer details including contact information, company details, and personal information.
Why this helps
Small customer corrections can sit in a thread until someone remembers to transfer them into billing records.
- Move a clear customer correction from the conversation into Altoviz.
- Reduce repeated manual copying of updated details.
- Keep billing records closer to the latest information shared by your team.
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 update an Altoviz customer when Slack shares a customer correction.
- 3Write one plain-language instruction telling Notis to identify the existing customer and apply only the stated correction.
- 4Select the Slack Channel Message Received trigger and choose a channel for run reports.
- 5Test with one real correction message and confirm the update in Altoviz.
Questions about this workflow
What kinds of details can this update?
The Altoviz action supports customer contact, company, and personal information. State the intended correction clearly in the prompt.
Does this create a new customer?
No. The selected action updates an existing customer record.
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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