Refresh Altoviz classifications on a schedule
Get a recurring snapshot of available Altoviz classifications to support consistent review of parsed accounting documents.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Classifications List
Retrieves available classifications.
Why this helps
Reference lists can be hard to find when someone is preparing records from documents and needs the current options.
- Retrieve classifications on a predictable cadence.
- Make reference information available in run reports.
- Reduce interruptions to look up accounting options mid-task.
Setup
Build it in a few focused steps.
- 1Connect Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe that Notis should retrieve the available Altoviz classifications and summarize the returned options in its run report.
- 4Pick the recurring schedule and choose where run reports should go.
- 5Test with one run and confirm the report contains the returned classifications.
Questions about this workflow
Does Affinda need to trigger this workflow?
No. This is a scheduled Notis workflow using Altoviz's classifications list action.
Does it create or change classifications?
No. The listed action retrieves classifications for reference.
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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