Keep recurring client billing ready for review
Set a recurring schedule and provide each client's retainer terms. Notis can consult Adyntel campaign context and prepare draft invoices in Altoviz.
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 campaign reporting, client agreements and invoicing live in separate places.
- Put recurring invoice preparation on a schedule.
- Use explicit client terms instead of guessing fees from ad activity.
- Review each invoice as a draft in Altoviz.
Setup
Build it in a few focused steps.
- 1Connect Adyntel and Altoviz once in Notis.
- 2Create an automation from any channel or in Automations, New Automation in the portal.
- 3Tell Notis to prepare draft invoices using the client list and retainer terms you provide, consulting Adyntel for campaign context only when requested.
- 4Choose the notis_cron trigger and set the recurring schedule, then choose where run reports should go.
- 5Test with one real billing period and review the resulting draft in Altoviz.
Questions about this workflow
Can Notis determine what each client owes from their ads?
No. Supply the agreed retainer amount and billing terms. Adyntel campaign information can provide context, but it does not establish what you should charge.
Does the scheduled run send invoices to clients?
The selected Altoviz action creates a draft sale invoice. The workflow description should not claim it sends or finalizes the invoice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adyntel to Altoviz. A trigger fires from one place; an action lands in another.
Adyntel 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.
Adyntel and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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