Keep active jobs and invoice follow-up in view
A scheduled review can help you spot active work that may need billing attention by bringing AccuLynx job context together with Altoviz invoice records.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Sale Invoices
Find or retrieve sales invoices.
Why this helps
When job progress and invoice records live in separate systems, billing follow-up can disappear into context switching.
- Bring job and invoice context into one run report.
- Create a repeatable review habit for active work.
- Make potential billing follow-up easier to notice.
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 active AccuLynx jobs, retrieve Altoviz sale invoices, and summarize records that may need your attention.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one active job and inspect the report against Altoviz.
Questions about this workflow
Can this guarantee that every job has an invoice?
No. The action retrieves sale invoices, and the workflow can report on the available data. Any matching rules or missing history must be supplied or reviewed.
Does it change invoice status?
No. The listed action finds sale invoices. It does not update or finalize them.
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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