Keep billing unit options easy to find
See the units Altoviz currently offers when preparing billing for AgencyZoom client work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Units List
Retrieves available units.
Why this helps
A team may pause invoice preparation to search for the right unit or ask someone where that information lives.
- Retrieve the available units for a billing prep routine.
- Reduce interruptions caused by searching for unit options.
- Report current results without assuming which unit applies.
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 choose a recognizable name.
- 3Ask Notis in one instruction to retrieve Altoviz units and provide the available options for AgencyZoom billing preparation.
- 4Pick the cron schedule and choose a report channel.
- 5Test with one real run and check the returned list.
Questions about this workflow
Will this create products or change unit settings?
No. The selected action retrieves the available units and the workflow reports them.
Can it decide which unit to use for a service?
Only if the service and applicable unit information is supplied clearly. This workflow reports available options and does not guess.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Altoviz.