Record parsed payment confirmations in Altoviz
Capture payment details from a confirmation document and create an Altoviz receipt for the payment record.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Receipt
Create a receipt to record a customer payment, optionally linking it to a document.
Why this helps
Payment confirmations can sit in inboxes or folders while someone still needs to record the receipt manually.
- Turn parsed payment evidence into a receipt record.
- Reduce time spent moving payment details between tools.
- Flag unclear customer or payment information for follow-up.
Setup
Build it in a few focused steps.
- 1Connect Affinda and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create an Altoviz receipt from payment details found in the parsed confirmation and flag any missing required information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real payment confirmation and inspect the receipt.
Questions about this workflow
Will the receipt automatically be matched to an invoice?
Only provide an invoice link or identifier when it is present and can be reliably matched. Otherwise, have Notis report that matching needs review.
Does this workflow initiate a payment?
No. It creates a receipt to record a customer payment.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinda to Altoviz. A trigger fires from one place; an action lands in another.
Affinda 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.
Affinda and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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