Bring customer payment history into your follow-up routine
When customer follow-up depends on knowing what has already been paid, a scheduled receipt review can bring the available Altoviz records into view.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Receipt by Internal ID
Find receipts associated with a customer’s internal ID.
Why this helps
Payment history can be a separate lookup that interrupts customer conversations and billing follow-up.
- Gather available receipt records for customer review.
- Reduce manual searches before customer follow-up.
- Keep payment context close to the related AccuLynx 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 receipts for the customer internal IDs available in AccuLynx and summarize the records.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one customer whose internal ID and receipts you can verify.
Questions about this workflow
What identifier does this receipt lookup use?
The listed action searches receipts by customer internal ID. The workflow needs that identifier to return customer-specific results.
Does this confirm that a customer has paid an invoice?
The action retrieves receipt records. Check the returned details and invoice context before making a payment decision.
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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