Prepare a draft invoice from a project page
When work is approved, AgentQL gathers the visible project details and Notis prepares an invoice draft for you to check.
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
Invoice preparation gets delayed when project details are spread across pages and must be copied by hand.
- Start billing sooner after project approval.
- Keep invoice creation in draft status for review.
- Reduce re-entry of customer and line item details.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis what outcome you want from any channel.
- 3Describe how AgentQL should inspect the approved project page and prepare an invoice draft from available details.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real approved project.
Questions about this workflow
Does this send the invoice to the customer?
No. The available action creates a draft sale invoice, which remains available for review in Altoviz.
What if tax or customer details are not on the page?
Have Notis report missing information instead of guessing. Supply any required accounting details in your instruction or review the draft.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Altoviz. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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