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Notis

Keep Altoviz customer information current from tickets

Turn confirmed support details into a cleaner customer record for billing and follow-up.

Trigger

New Zendesk Ticket

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

Action

Update Customer Information

This tool updates an existing customer's information in altoviz. it enables modification of various customer details including contact information, company details, and personal information.

Why this helps

Support learns corrected phone, company, or contact details but billing records remain outdated.

  • Reduce stale customer information
  • Capture corrections where they happen
  • Improve billing follow-up accuracy

Setup

Build it in a few focused steps.

  • 1Connect Zendesk and Altoviz once in the Notis portal.
  • 2Create an automation for tickets containing verified customer detail changes.
  • 3Tell Notis to identify the matching Altoviz customer, use only clearly stated updated details, and apply the customer information update.
  • 4Choose New Zendesk Ticket as the trigger and select a report channel.
  • 5Test with one ticket containing an intentional correction.

Questions about this workflow

Will it update details from every ticket?

Your instruction can require an explicit correction or confirmation before the update runs.

What if the customer cannot be matched?

Notis can report the missing match and leave the Altoviz record unchanged.

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

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