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Check Altoviz customer records after a WhatsApp selection

Use a customer's interactive reply as the cue to check the related email in Altoviz and surface the result.

Trigger

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

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

A quick reply can move a conversation forward while leaving the customer record check as another task to remember.

  • Use an interactive reply as a timely follow-up cue.
  • Check the associated customer email in Altoviz.
  • See whether a customer match was found in the run report.

Setup

Build it in a few focused steps.

  • 1Connect WhatsApp and Altoviz once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to use an email available in the interactive reply context to search for the Altoviz customer, and report if the email is unavailable or no match is found.
  • 4Pick Interactive Reply Received as the trigger and choose where run reports go.
  • 5Test with one real interactive reply whose context includes a customer email.

Questions about this workflow

Does an interactive reply always contain an email?

Not necessarily. The automation should report when no email is available, since the Altoviz search requires one.

Will this send a reply to WhatsApp?

No. The selected Altoviz action searches for a customer; choose a Notis run report destination to review the result.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Whatsapp to Altoviz. A trigger fires from one place; an action lands in another.

Whatsapp triggers

Altoviz actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Product

Creates a new product in the altoviz system. this tool allows for the independent creation of a product with all necessary details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Product

This tool allows you to delete an existing product from altoviz. the action permanently removes the product from the system.

ActionInstant

Message Status Updated

Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks

TriggerPolling

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.

ActionInstant

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

TriggerInstant

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.

ActionInstant

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

TriggerInstant

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.

ActionInstant

Message Template Status Update

Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Whatsapp and Altoviz, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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