Keep cancelled work from losing its billing follow-up
When a job cancellation needs a credit review, Notis can prepare a draft credit from the details in the request for your team to inspect.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Sale Credit
Create a draft credit note that can be edited before finalization.
Why this helps
A cancellation can require a billing adjustment, but the follow-up is easy to miss amid project changes.
- Create a draft credit as a visible starting point for review.
- Keep cancellation details connected to billing follow-up.
- Reduce the chance that a cancellation is forgotten in 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 a draft Altoviz sale credit from the cancellation and invoice details included in the request.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real cancellation example and review the draft in Altoviz.
Questions about this workflow
Will the credit be finalized automatically?
No. The listed action creates a draft credit note that can be reviewed and modified before finalization.
What if the original invoice details are missing?
The request needs enough information for the draft. Notis can report missing context for you to resolve before creating or approving a credit.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Altoviz.