Find the Altoviz customer behind every new Trello client card
Turn a new Trello client card into an immediate Altoviz customer check.
Trigger
New Card Trigger
Triggered when a card is created in the specified board
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
Client details can sit in Trello while billing records remain unverified.
- Verify customer records early
- Reduce duplicate customer setup
- Keep intake and billing aligned
Setup
Build it in a few focused steps.
- 1Connect Trello and Altoviz once in Notis.
- 2Create an automation and describe that it should read the client email from each new Trello card and find the matching Altoviz customer.
- 3Pick Trello New Card Trigger for the relevant board.
- 4Choose a report channel for match results.
- 5Test with one real client card that includes an email.
Questions about this workflow
What if the card has no email?
Tell Notis to report that the lookup was skipped and request the missing email.
Does this create a customer?
No. It only uses the Altoviz customer lookup action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Trello to Altoviz. A trigger fires from one place; an action lands in another.
Trello 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.
Card Archived Trigger
Triggered when a card is archived in the specified board
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.
New Activity Trigger
Triggered when there is activity in Trello.
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.
New Board Trigger
Triggered when a board is created in the specified workspace
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.
New Card Trigger
Triggered when a card is created in the specified board
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.
Card Updated Trigger
Triggered when a specific card is updated
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.
Trello and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Altoviz.