Match Trello activity to the right Altoviz customer
Turn scattered client mentions into a clear billing record match.
Trigger
New Activity Trigger
Triggered when there is activity in Trello.
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
Customer references in comments are easy to miss before the next billing step.
- Reduce missed customer matches
- Keep activity useful for billing
- Speed up account research
Setup
Build it in a few focused steps.
- 1Connect Trello and Altoviz once in Notis.
- 2Create an automation that extracts client emails from Trello activity and finds matching Altoviz customers.
- 3Pick Trello New Activity Trigger.
- 4Choose a report destination.
- 5Test with one activity item containing a client email.
Questions about this workflow
Can it search by company name?
The listed action searches by email, so include an email or have Notis report that it is missing.
Does it modify customers?
No. It only finds matching customer records.
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.