Give invoice-ready deals a scheduled billing handoff
Use a recurring review to turn complete deal details into drafts and see which opportunities still need billing information.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Sale Invoice
Create a draft sales invoice that can be edited before finalization.
Why this helps
Invoice preparation competes with founder priorities, so ready deals can sit while incomplete ones are hard to spot.
- Gather invoice preparation into a recurring review.
- Create drafts only when the supplied details support them.
- See which deals need a human to fill in gaps.
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 deals and create a draft Altoviz sale invoice for each one with complete customer and line-item details.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one invoice-ready deal and inspect the draft in Altoviz.
Questions about this workflow
Does the scheduled task search Affinity by itself?
No Affinity triggers or search actions are listed. Provide the deal data to review.
Can the workflow send invoices?
The listed action creates draft invoices. Review and any subsequent sending are separate.
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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