Draft Altoviz invoices from parsed sales documents
Turn order or sales paperwork into an Altoviz draft invoice, then review the details before finalizing it.
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
Building invoices from sales paperwork means switching between documents and billing screens and rechecking every line.
- Reduce manual transfer of customer and line item details.
- Keep the invoice in draft status for review.
- Surface missing customer, item, or tax details before finalization.
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.
- 3Describe that Notis should create a draft Altoviz sale invoice using only supported customer and line item details parsed from the document.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real sales document and review the draft invoice.
Questions about this workflow
Does this finalize or send the invoice?
No. The listed action creates a draft sale invoice.
Can Notis determine a tax rate not shown in the document?
Do not ask it to guess. Supply the applicable tax rule yourself or have it report the missing VAT detail for review.
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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