Find the credit related to refund evidence
Link refund evidence to an existing credit record without losing time searching billing documents by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Sale Credits
Find or retrieve sales credit notes.
Why this helps
Refund cases are harder to close when the evidence and credit records are separated across tools.
- Search credits using a reference present in the source evidence.
- Keep the refund context alongside the lookup result.
- Surface missing references and multiple matches for follow-up.
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 page and which reference to use when searching sale credits.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real refund page and verify the match.
Questions about this workflow
Does this create or finalize a credit?
No. It searches existing sale credits and returns matches.
What if the refund page does not mention a credit reference?
Have Notis report that no reliable reference was found rather than guessing which credit is related.
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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