Turn an Affinity deal correction into a draft credit
When deal terms need a credit, give Notis the correction context and let Altoviz hold a draft for your review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Sale Credit
Create a draft credit note that can be edited before finalization.
Why this helps
Handling a correction across relationship and billing tools adds context switching and increases the chance of overlooking a draft.
- Create a draft credit from a deliberate request.
- Keep the deal context alongside the billing correction.
- Review the draft before it is finalized.
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 create a draft Altoviz sale credit using the supplied correction details and report any missing required information.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real correction example and inspect the draft in Altoviz.
Questions about this workflow
Does this finalize or send the credit note?
The listed action creates a draft sale credit. Finalization and sending are not described.
What information does the webhook need?
Supply the relevant customer, invoice or credit context and the correction details required by your Altoviz account.
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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