Prepare Altoviz draft invoices when deals are won
Move a deal into billing with a draft invoice that is ready for a human review before finalization.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Sale Invoice
Create a draft sales invoice that can be edited before finalization.
Why this helps
After closing a deal, invoice details can get lost between the CRM and billing system.
- Start invoice preparation as soon as a deal is won.
- Keep the invoice in draft status for review.
- Reduce manual copying from deal notes.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a draft Altoviz sale invoice from each webhook containing a won deal and its customer and line item details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real won deal and review the resulting draft invoice.
Questions about this workflow
Does this workflow send the invoice to the customer?
The listed Altoviz action creates a draft invoice. Review and finalize it in Altoviz according to your process.
What information should the webhook include?
Provide the customer details and invoice line item information needed to prepare the draft. The workflow cannot infer missing prices or terms.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Altoviz. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign 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.