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Record confirmed certificate program payments

When payment confirmation is available in a request, turn it into an Altoviz receipt and keep the payment record with your billing work.

Trigger

Webhook received

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

Action

Create Receipt

Create a receipt to record a customer payment, optionally linking it to a document.

Why this helps

Confirmed payments can be easy to forget when the certificate and billing steps happen in separate workflows.

  • Record confirmed payments without re-entering details.
  • Optionally link the receipt to an invoice when the required reference is supplied.
  • Keep payment confirmation distinct from certificate issuance.

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 an Altoviz receipt only from confirmed payment details in the request, and to flag missing payment information.
  • 4Choose the webhook trigger and select where run reports should go.
  • 5Test with one real, confirmed payment example and the relevant customer or invoice reference.

Questions about this workflow

Does Accredible certificates confirm that a customer paid?

The supplied app description does not include payment processing. Use a request containing confirmed payment information; do not treat certificate issuance as proof of payment.

Can the receipt be linked to an invoice?

The Altoviz receipt action can optionally link to invoices or other documents. Include the correct reference in the request if you want that link.

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.

TriggerScheduled

Create Product

Creates a new product.

ActionInstant

Webhook trigger

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

TriggerInstant

Create Contact

Create a new contact record.

ActionInstant

Delete Product

Permanently deletes an existing product.

ActionInstant

Create Customer

Create a customer record for a company or an individual.

ActionInstant

Find Contact by Email

Finds a contact by email address.

ActionInstant

Create Customer Family

Create a customer family to group and organize customers.

ActionInstant

Find Customer by Email

Finds a customer by email address.

ActionInstant

Find Product by Number

Finds a product by its product number.

ActionInstant

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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