Turn correction cases into reviewable credit drafts
A scheduled review can gather correction cases and prepare draft credits, so the details are ready for your final check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Sale Credit
Create a draft credit note that can be edited before finalization.
Why this helps
Credit corrections are easy to postpone when each one requires revisiting deal context and recreating billing information manually.
- Batch correction review into a predictable routine.
- Prepare drafts for review when details are complete.
- Identify cases that need missing billing information.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis in plain language from any channel.
- 3In one instruction, ask Notis to review supplied Affinity correction cases and create a draft Altoviz sale credit for each case with complete details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real correction case and review the draft.
Questions about this workflow
Are credits finalized automatically?
No. The action creates a draft sale credit for review.
Where do correction cases come from?
No Affinity trigger or query is listed. Provide the cases or make the required information available to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Altoviz. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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