Make VAT details easier to review before invoice drafting
Before draft invoices are created, bring the available VAT rate list into a billing review alongside upcoming AccuLynx work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get VAT Rates
Retrieves available VAT rates.
Why this helps
Tax details are easy to overlook when job information and billing setup are handled in different moments.
- Make available VAT options easier to find during invoice preparation.
- Create a recurring checkpoint before drafting invoices.
- Keep tax review tied to upcoming 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 VAT rates and summarize them alongside AccuLynx jobs approaching billing.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real job and verify the listed rates in Altoviz.
Questions about this workflow
Will Notis choose the correct VAT rate automatically?
This workflow retrieves available VAT rates for review. A correct rate depends on your accounting context and should be confirmed.
Does this create an invoice?
No. The selected action retrieves VAT rates. Invoice creation is a separate workflow.
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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