Find an Altoviz customer from a new Todoist task
Start customer work with the right Altoviz record already identified.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Searching for the correct customer before billing work adds friction and invites mistakes.
- Start with verified customer context
- Avoid manual email searches
- Make billing tasks easier to execute
Setup
Build it in a few focused steps.
- 1Connect Todoist and Altoviz in Notis once.
- 2Create an automation for customer identification.
- 3Tell Notis to find the Altoviz customer matching the email in each new task.
- 4Select the Todoist New Task Created trigger and a report channel.
- 5Test with one task containing a known customer email.
Questions about this workflow
Can this search by company name?
The available action searches by email, so include the customer email in the task.
What happens when no customer is found?
Notis can report the no match result so you can decide what to do next.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Todoist to Altoviz. A trigger fires from one place; an action lands in another.
Todoist 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 Task Created
Trigger when a new task is added to Todoist.
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.
Todoist and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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