Turn refund requests into Altoviz credit drafts
Give refund requests a clear next step by preparing a draft credit for review in Altoviz.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Sale Credit
Create a draft credit note that can be edited before finalization.
Why this helps
Refund requests can stall while someone gathers details and re-enters them into the accounting system.
- Prepare a draft credit from available request details.
- Keep the accounting action in draft status for review.
- Make missing information visible before proceeding.
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 in one instruction to create a draft Altoviz sale credit from each refund request using only the details provided, and report anything needed that is missing.
- 4Choose the webhook trigger and a report channel.
- 5Test with one real request and review the draft credit.
Questions about this workflow
Does this finalize the credit or process a refund?
No. The listed action creates a draft sale credit. It does not claim to finalize the credit or process a payment refund.
Can it determine the amount to credit?
Only when the request supplies a supported amount or enough explicit detail. Otherwise it should report the missing amount 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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