Find an Altoviz contact for every new Zendesk user
Keep support and billing context connected as soon as a customer enters Zendesk.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
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.
Why this helps
Support agents waste time switching systems to check whether a new requester already has a billing contact.
- Reduce duplicate contact research
- Give support agents billing context faster
- Use the user's Zendesk email as the lookup key
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Altoviz once in the Notis portal.
- 2Create a new automation and name it for new user contact lookups.
- 3Describe that Notis should search Altoviz for the new Zendesk user's email and report the result.
- 4Choose the Zendesk New User Created trigger and a report channel.
- 5Test with one newly created Zendesk user.
Questions about this workflow
Which email does the lookup use?
Notis uses the email address available on the newly created Zendesk user.
What happens if no contact is found?
The run report can state that Altoviz returned no matching contact so your team can decide what to do next.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Altoviz. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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