Get billing-ready Affinity deals into Altoviz
A scheduled check can turn complete billing-ready deal details into customer records before invoicing work begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Customer
Create a customer record for a company or an individual.
Why this helps
Deals can reach a billable stage while customer setup remains a separate manual task that is easy to defer.
- Reduce the gap between deal readiness and billing setup.
- Let Notis flag records that need a human to fill in missing details.
- Keep a recurring review focused on a meaningful deal status.
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 marked billing-ready and create Altoviz customers when required details are present.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real billing-ready deal and review the result.
Questions about this workflow
Can the workflow detect a billing-ready status in Affinity?
No Affinity trigger events or status-reading capabilities are listed here. Provide the relevant deal records or make their status available to Notis.
Does this create an invoice too?
No. This workflow creates the Altoviz customer record only.
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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