Keep billing context and company settings close
A recurring billing review can include the Altoviz settings that help your team orient before invoice work begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Current User
Retrieve information about the currently authenticated user.
Why this helps
Billing prep can slow down when company configuration has to be rediscovered across separate screens and workflows.
- Bring current settings into a recurring billing review.
- Reduce interruptions to search for company or sales context.
- Make configuration information easier to reference when reviewing 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 retrieve Altoviz settings and summarize relevant context alongside AccuLynx work queued for billing.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one billing review and confirm the settings shown.
Questions about this workflow
Does this change any Altoviz settings?
No. The selected action retrieves settings for review.
Will every setting be relevant to billing?
The action can retrieve application settings across several areas. Specify the relevant context in your instruction and review the report.
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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