Find Altoviz customers from Slack DMs
Send a customer email in a DM and receive the matching Altoviz customer record automatically.
Trigger
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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
Customer checks interrupt focused work when someone has to open billing software for every question.
- Speed up customer verification
- Keep sensitive lookups in direct messages
- Reduce repeated manual searches
Setup
Build it in a few focused steps.
- 1Connect Slackbot and Altoviz once in the Notis portal.
- 2Create an automation named Customer email check.
- 3Tell Notis to extract the email from each DM, run Find Customer by Email in Altoviz, and summarize the result for the requester.
- 4Pick Direct Message Received as the trigger and choose where run reports should go.
- 5Send a real customer email in a DM to test it.
Questions about this workflow
What if there is no matching customer?
Notis reports that no matching Altoviz customer was returned so the requester can follow up.
Can I use a shared report channel?
Yes. Choose any Slack report destination available to the connected account.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slackbot to Altoviz. A trigger fires from one place; an action lands in another.
Slackbot 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.
Slackbot and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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