Move approved project work into invoice review
Once the work is approved for billing, Notis can prepare an Altoviz draft using the customer and line item details in the request.
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
Approved work can wait in a project record while finance waits for someone to assemble the invoice details.
- Move approved work into the billing queue promptly.
- Prepare a draft invoice for human review.
- Reduce the coordination needed between project and finance work.
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 create an Altoviz draft sale invoice from approved work and the customer and line item details in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real approved project and review the draft.
Questions about this workflow
Will Notis send the invoice to the customer?
No. The selected action creates a draft sale invoice. It does not send or finalize the invoice.
What should be included in the request?
Include the available customer and line item details needed for the draft. Confirm any other required invoice details during your test.
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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