Skip to content
Notis

Check Altoviz customer status for new Zendesk users

Know whether a new support user already has a customer record before the first reply.

Trigger

New User Created

Triggered when a new user is created in Zendesk.

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

Teams can miss existing customer records when support and billing systems are checked separately.

  • Confirm customer status early
  • Avoid duplicate customer records
  • Shorten account verification work

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Altoviz once in the Notis portal.
  • 2Create the automation and give it a clear customer verification name.
  • 3Tell Notis to find the Altoviz customer matching each new Zendesk user's email and summarize the result.
  • 4Select New User Created as the Zendesk trigger and choose a report channel.
  • 5Test with one real new user.

Questions about this workflow

Is this a customer creation workflow?

No. It only searches Altoviz and reports the matching customer details when available.

Can it handle a missing email?

The report can flag that the Zendesk user did not provide an email needed for the search.

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.

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

New User Created

Triggered when a new user is created in Zendesk.

TriggerInstant

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 Zendesk Ticket

Triggers when a new ticket is created in a specified Zendesk view.

TriggerPolling

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

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

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.

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

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Altoviz.