Prepare recurring invoice drafts on schedule
Set a recurring run for billing details you provide. Notis checks the recipient address and creates an Altoviz draft invoice for review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Sale Invoice
Create a draft sales invoice that can be edited before finalization.
Why this helps
Recurring billing can slip when recipient checks and invoice setup depend on remembering a manual checklist each cycle.
- Make recurring invoice preparation a scheduled routine.
- Check the supplied recipient addresses during the run.
- Keep resulting sale invoices as drafts for review.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Altoviz once in the Notis portal.
- 2Create an automation in the portal, or tell Notis to create one from your usual channel.
- 3Describe the outcome: on each run, validate the supplied recurring billing recipient details and create draft Altoviz sale invoices from the customer and line item information provided for that run.
- 4Choose the recurring schedule and the channel for run reports.
- 5Test with one real billing example and review the draft in Altoviz.
Questions about this workflow
Where do the recurring customer and line item details come from?
Provide the required details in the automation instructions or run context; the listed apps do not provide a recurring billing roster event.
Will the schedule send invoices automatically?
No. It creates draft sale invoices in Altoviz for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Altoviz. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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