Turn AgencyZoom billing requests into invoice drafts
Move a billing request into an Altoviz draft, ready for your review before it is finalized.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Sale Invoice
Create a draft sales invoice that can be edited before finalization.
Why this helps
Transferring billing instructions by hand slows invoicing and makes it easier to overlook a line item or customer detail.
- Create a draft invoice from request details already supplied.
- Keep invoice creation moving without treating a draft as approved.
- Identify missing invoice inputs for a person to resolve.
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.
- 3In one instruction, ask Notis to create a draft Altoviz sale invoice from each request, using only provided customer, line item, and tax details.
- 4Choose the webhook trigger and a destination for run reports.
- 5Test with one real billing request and review the draft.
Questions about this workflow
Does this finalize or send an invoice?
The listed Altoviz action creates a draft sale invoice. The workflow should leave review and finalization to the user.
What if the request lacks a tax rate or line item?
Ask Notis to report the missing input. It should not infer tax or pricing details that were not supplied.
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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