Keep customer records current from WhatsApp
Capture address, company, or contact changes while the conversation is still open.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Customer updates shared in chat are easy to forget or leave unrecorded.
- Capture changes immediately
- Reduce stale customer data
- Keep a traceable run report
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Altoviz once.
- 2Create an automation telling Notis to read customer change requests from new WhatsApp messages and update the identified Altoviz customer.
- 3Choose New WhatsApp Message Received.
- 4Select a report destination.
- 5Test with one real message containing an unambiguous customer update.
Questions about this workflow
How does Notis know which customer to update?
Include enough identifying information in the message, such as the customer email, and state the requested changes clearly.
Can it update any customer field?
It can request the fields supported by the Altoviz Update Customer Information action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Timelinesai to Altoviz. A trigger fires from one place; an action lands in another.
Timelinesai 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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
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.
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.
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.
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.
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.
Timelinesai and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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