Keep quotes and project follow-up connected
A scheduled review can bring quote records into the same report as projects that need attention, helping you keep the next step visible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Sale Quotes
Find or retrieve sales quotes.
Why this helps
Quotes can sit apart from project notes, leaving follow-up dependent on memory and repeated searches.
- Bring quote records into a recurring follow-up report.
- Reduce separate lookups across sales and billing tools.
- Make pending next steps easier to 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 sale quotes and summarize them alongside AccuLynx leads or projects needing follow-up.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one quote and a related project you can verify.
Questions about this workflow
Does this create or send quotes?
No. The action finds sale quotes. It does not create, update, or send them.
How does Notis match quotes to projects?
Matching depends on identifying details available in the records. Supply any matching context that is not present in the connected data.
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.