Keep refund follow-up connected to credit records
Bring sale credit records into your refund follow-up review so open questions are easier to spot.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Sale Credits
Find or retrieve sales credit notes.
Why this helps
Refund follow-up can slip when request context and accounting credit records live in different places.
- Retrieve sale credit records for a regular review.
- Summarize relevant records alongside available request context.
- Identify missing data instead of inferring resolution.
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 to find Altoviz sale credits and summarize them alongside available AgencyZoom refund information, noting when the supplied data cannot confirm resolution.
- 4Choose the cron schedule and a report channel.
- 5Test with one real run and review the report.
Questions about this workflow
Can this confirm that a refund was paid?
Only if the returned records or supplied AgencyZoom information include evidence of that status. Otherwise the report should say it cannot confirm payment.
Does this change credit records?
No. The chosen action searches sale credits and the workflow reports results for follow-up.
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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