Prepare an Altoviz invoice from deal details
Pass the deal context and invoice details in one request, then review the draft in Altoviz before it goes out.
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
Copying customer and line-item details from deal context into invoice creation breaks focus and invites transcription errors.
- Reduce retyping when a deal is ready to invoice.
- Keep invoice creation tied to a specific request and its context.
- Review the draft before sending or finalizing.
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 invoice from the supplied customer and line-item details, and report missing information.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real deal and review the draft in Altoviz.
Questions about this workflow
Will it infer invoice line items from any Affinity deal?
Only use details supplied in the request or available to Notis. Missing quantities, prices, tax details or customer information must be resolved before a reliable draft can be created.
Does the action send the invoice?
No. The listed action creates a draft invoice for review.
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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