Keep billing contacts visible alongside active work
Bring contact details into the billing follow-up routine so the person responsible for the next step is easier to identify.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Contacts
Retrieve a list of contacts.
Why this helps
Billing follow-up can stall when the right contact is buried in a separate directory.
- Retrieve a contact list for a focused review.
- Reduce time spent searching for billing points of contact.
- Make contact follow-up part of a regular work review.
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 contacts and summarize relevant contacts alongside AccuLynx jobs needing billing follow-up.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one job and check the contact details in the report.
Questions about this workflow
Can this filter contacts to a specific customer?
The listed action retrieves contacts with optional filtering and pagination. Specify available criteria in your instruction and verify the returned list.
Does it create or update contacts?
No. This workflow retrieves and summarizes contact records.
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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