Have Altoviz VAT options ready for billing preparation
Bring the available VAT rate information into your billing preparation routine before invoice drafts are created.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get VAT Rates
Retrieves available VAT rates.
Why this helps
Looking up tax options during invoice preparation interrupts the work and can leave teams unsure which information is available.
- Retrieve available VAT rate information on a schedule.
- Keep billing preparation focused with a concise report.
- Make the available options easier to review before drafting invoices.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve the available Altoviz VAT rates and summarize the result for upcoming AgencyZoom billing preparation without selecting a rate on someone's behalf.
- 4Choose the cron schedule and a report destination.
- 5Test with one real run and verify the returned rate information.
Questions about this workflow
Does this select or apply a VAT rate to an invoice?
No. The listed action retrieves VAT rates. The workflow reports available information for review.
Does Notis know which rate applies to each client?
Only if the relevant context is supplied and supports that conclusion. This workflow is limited to retrieving and summarizing the rates returned by Altoviz.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Altoviz. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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