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Notis

Review Altoviz classifications on a regular schedule

Keep accounting classifications visible with a recurring summary delivered where your team works.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Classifications List

Retrieves available classifications.

Why this helps

Useful accounting setup details are easy to forget when they are buried in billing software.

  • Bring classification options into a regular review.
  • Reduce time spent searching through accounting setup.
  • Keep a report of the latest returned classifications.

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 retrieve the Altoviz classifications and summarize the returned list in the run report.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test once and confirm the returned classifications are useful.

Questions about this workflow

Does this create or change classifications?

No. The Altoviz action retrieves a list of classifications.

Can Notis report whether classifications changed since the last run?

Only if the needed prior result is available to the workflow. Otherwise, ask it to report the current returned list without claiming a comparison.

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.

TriggerScheduled

Create Product

Creates a new product.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Create a new contact record.

ActionInstant

Delete Product

Permanently deletes an existing product.

ActionInstant

Create Customer

Create a customer record for a company or an individual.

ActionInstant

Find Contact by Email

Finds a contact by email address.

ActionInstant

Create Customer Family

Create a customer family to group and organize customers.

ActionInstant

Find Customer by Email

Finds a customer by email address.

ActionInstant

Find Product by Number

Finds a product by its product number.

ActionInstant

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

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