Draft an Altoviz invoice from a service request
When an external workflow forwards a request for paid work, prepare an Altoviz draft invoice from the supplied customer and line item details for review.
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
Turning a marketing response into a billing draft can require repeated context switching and careful copying of amounts and customer details.
- Reduce manual transfer of supplied billing details
- Keep the invoice in draft status for review
- Surface missing customer, item, or tax information
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and Altoviz once in the Notis portal.
- 2Create an automation in Automations, or tell Notis from any channel to prepare a draft invoice from an incoming paid-service request.
- 3Describe the required customer, line item, amount, and VAT details, and instruct Notis to request review if any are absent or unclear.
- 4Choose the webhook trigger and arrange for the external system to send the request to its HTTP endpoint.
- 5Choose a report channel and test with one real example before relying on the workflow.
Questions about this workflow
Does this workflow send or finalize the invoice?
No. The listed Altoviz action creates a draft sale invoice that can be reviewed and modified before finalization.
Can Notis infer the price or VAT rate from campaign results?
No. Provide the billing details in the request or automation instruction. The available Altoviz actions include a VAT rates lookup, but this workflow uses the draft invoice action only.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Altoviz. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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