Turn completed AccuLynx jobs into invoice drafts
Keep completed work from getting stuck between delivery and billing. Notis can review job details on a schedule and prepare invoice drafts for your review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Sale Invoice
Create a draft sales invoice that can be edited before finalization.
Why this helps
Completed jobs are easy to overlook when billing depends on remembering to revisit project records.
- Surface completed jobs for billing on a regular schedule.
- Create draft invoices that can be reviewed before finalization.
- Reduce the mental load of remembering which jobs are ready.
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 review completed AccuLynx jobs and create an Altoviz draft invoice when customer and line item details are available.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real completed job and review the draft.
Questions about this workflow
Will the invoice be finalized or sent automatically?
The listed Altoviz action creates a draft sale invoice. Review and finalize it in Altoviz using your usual process.
Can the workflow invent missing prices or tax details?
No. Notis can use information available in AccuLynx and Altoviz. Supply missing values or confirm them before relying on invoice drafts.
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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