Capture payment updates as Altoviz receipts
Keep payment records close to the client workflow by recording incoming payment details in Altoviz.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Receipt
Create a receipt to record a customer payment, optionally linking it to a document.
Why this helps
Payment updates can sit in a sales workflow while the accounting record waits for someone to re-enter them.
- Record a receipt from the payment details in the request.
- Reduce delays between a payment update and its accounting record.
- Expose missing payment data for review.
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.
- 3Ask Notis in one instruction to create an Altoviz receipt from each payment update, using the supplied amount, customer identifier, and payment details.
- 4Select the webhook trigger and choose where run reports go.
- 5Test with one real payment update and inspect the receipt.
Questions about this workflow
Can this workflow determine whether a payment actually cleared?
Only if the incoming request includes that information. The listed action creates a receipt; the workflow should not assume an unprovided payment status.
Can it link a receipt to an invoice?
The action description says receipts can optionally link to invoices or other documents. Include a link only when the request supplies enough identifying information.
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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