Bring accounting classifications into billing prep
Before invoice work begins, Notis can bring the available Altoviz classifications into a scheduled review of jobs ready for billing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Classifications List
Retrieves available classifications.
Why this helps
Accounting setup can become a last-minute interruption when billing details are spread across tools.
- Make available classifications easier to review before invoicing.
- Reduce interruptions during billing preparation.
- Keep a regular overview of work ready for billing.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve Altoviz classifications and summarize them with AccuLynx jobs ready for billing.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one billing-ready job and confirm the classification list.
Questions about this workflow
Does this assign a classification to an invoice?
No. The selected action retrieves classifications. It does not create or edit invoices.
Can Notis determine the right classification for a job?
Only if the relevant rules or context are available. Review classifications and provide any accounting guidance that is not in the connected apps.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Altoviz. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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