Turn WhatsApp leads into instant customer lookups
Keep sales conversations moving without searching Altoviz by hand.
Trigger
New WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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
Promising leads get delayed when customer records are hard to find during a busy chat.
- Reduce manual searching
- See existing customer context quickly
- Keep replies focused on the next step
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Altoviz in Notis once.
- 2Create a new automation and describe that each new WhatsApp message should identify the sender email and find the matching Altoviz customer.
- 3Pick New WhatsApp Message Received as the trigger.
- 4Choose where run reports should be delivered.
- 5Test with one real WhatsApp message containing an email address.
Questions about this workflow
What if the message has no email address?
Tell Notis to report that the lookup was skipped and request an email for the next step.
Does this create a customer?
No. It only searches Altoviz for an existing customer by email.
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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