Prepare a reviewable credit for a deal refund correction
Pass the refund correction context once, create a draft, and review the billing details in Altoviz.
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
A refund correction can pull attention between deal context, invoice history and billing entry when a clear draft would be easier to review.
- Convert a confirmed correction request into a draft for review.
- Keep the reason and deal context with the request.
- Avoid finalizing a credit before a person checks it.
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 from the supplied refund correction and invoice context, reporting missing details.
- 4Pick the Notis webhook trigger and choose where run reports should go.
- 5Test with one real correction and inspect the draft in Altoviz.
Questions about this workflow
Does the draft issue a refund?
No. It creates a draft credit note. The action does not describe processing a payment or refund.
Can it use an Affinity deal as the invoice reference?
Provide the invoice or document details needed by Altoviz. Affinity itself has no listed trigger in this context.
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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