Bring invoice follow-up into your AgencyZoom review
Start a billing review with invoice records gathered and summarized alongside the AgencyZoom information available to Notis.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Sale Invoices
Find or retrieve sales invoices.
Why this helps
Founders and agency teams can lose time switching systems to figure out which billing items need a closer look.
- Gather invoice information for a recurring billing review.
- Summarize possible follow-up items in a report.
- Keep the review grounded in records returned by the connected apps.
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 give it a clear name.
- 3Ask Notis to search Altoviz sale invoices and summarize them alongside available AgencyZoom billing information, identifying any limits in the returned data.
- 4Choose the cron schedule and where run reports should go.
- 5Test with one real run and review the report before relying on it.
Questions about this workflow
Can the workflow determine invoice status from AgencyZoom?
Only when the available AgencyZoom information includes a relevant status. Notis should state when status or history is not available.
Does this change or delete invoices?
No. The selected Altoviz action searches sale invoices; this workflow summarizes results for review.
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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