Record deal payments as Altoviz receipts
When payment is confirmed, pass the details to Notis and create the Altoviz receipt without another round of re-entry.
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
Payments can be confirmed in deal conversations while the billing record still waits for a separate manual update.
- Reduce the time between payment confirmation and receipt entry.
- Keep the payment request tied to its deal context.
- Report missing customer, amount or payment details for follow-up.
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 an Altoviz receipt from the supplied confirmed payment details and relevant customer or invoice context.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real payment example and check the receipt in Altoviz.
Questions about this workflow
Does this collect or process the payment?
No. It records a receipt for a payment already confirmed in the supplied information.
Can it link to an invoice?
The action description says receipts can optionally link to invoices or other documents. Provide the relevant reference details.
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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