Prepare a draft credit from refund evidence
When refund evidence comes in, gather the visible details and prepare a draft credit for a deliberate review.
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 paperwork is easy to delay when the evidence and invoice context require switching between tools.
- Keep refund evidence close to the draft credit creation step.
- Create a draft that remains reviewable before finalization.
- Flag missing invoice or customer details in the run report.
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 submitted refund evidence and when Notis should prepare a draft sale credit.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real refund case.
Questions about this workflow
Does this finalize or issue the credit?
No. The action creates a draft sale credit that can be reviewed and modified before finalization.
Can the workflow decide the refund amount?
Only use an amount clearly supported by the supplied evidence and instruction. Have Notis stop and report ambiguity.
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
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.