Identify renewal customers automatically
Start renewal work with the right customer record already in view.
Trigger
New Form Response
Triggers when a respondent completes and submits the form.
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
Renewal requests create avoidable delays when account identity is checked by hand.
- Reduce renewal delays
- Prevent account mix ups
- Give operators useful context
Setup
Build it in a few focused steps.
- 1Connect Typeform and Altoviz once.
- 2Create an automation that finds the Altoviz customer matching each renewal response email.
- 3Select the Typeform New Form Response trigger.
- 4Choose a report channel and test with one renewal request.
Questions about this workflow
Can it find a customer by name?
This action uses the email address supplied in the response.
Will it update renewal terms?
No. It only finds the matching customer.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Typeform to Altoviz. A trigger fires from one place; an action lands in another.
Typeform 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 Form Response
Triggers when a respondent completes and submits the form.
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.
Typeform and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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