Prepare a draft invoice for a certificate program fee
When a certificate program fee is agreed, let a webhook request carry the invoice details into Altoviz as a draft for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Sale Invoice
Create a draft sales invoice that can be edited before finalization.
Why this helps
Turning a completed certification into a bill can mean tracking down the price, customer, and line item before you can even start the invoice.
- Prepare a draft invoice from details supplied with the request.
- Keep the invoice in draft status for review.
- Avoid inventing fees or tax details when the request is incomplete.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Altoviz once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to create a draft Altoviz sale invoice from the customer and line item details in the request, and flag missing invoice details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real example containing an agreed fee and the invoice details Altoviz needs.
Questions about this workflow
Does certificate issuance itself supply an invoice price?
That is not specified. Include the agreed fee and invoice line details in the webhook request or have Notis flag their absence.
Will this send the invoice to the customer?
No. The listed Altoviz action creates a draft sale invoice that can be modified before finalization.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Altoviz. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Create a new contact record.
Delete Product
Permanently deletes an existing product.
Create Customer
Create a customer record for a company or an individual.
Find Contact by Email
Finds a contact by email address.
Create Customer Family
Create a customer family to group and organize customers.
Find Customer by Email
Finds a customer by email address.
Find Product by Number
Finds a product by its product number.
Connect any two apps with Notis in the middle.
Accredible certificates and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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