Update an Altoviz customer from a new Todoist task
Capture customer changes where your team already records the work.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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 get lost between task lists, email threads, and billing software.
- Reduce duplicate data entry
- Keep customer records current
- Create a clear update trail
Setup
Build it in a few focused steps.
- 1Connect Todoist and Altoviz in Notis once.
- 2Create an automation for customer record updates.
- 3Describe that new tasks with verified customer changes should update the matching Altoviz customer.
- 4Choose the Todoist New Task Created trigger and report destination.
- 5Test with one real task containing the customer identifier and requested change.
Questions about this workflow
What information should the task include?
Include enough identifying information and the exact customer details to change.
Can this update a customer that does not exist?
The action updates an existing customer, so ask Notis to report when no matching record is available.
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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