Create draft Altoviz invoices from extracted order details
Move a complete approved order into a reviewable invoice draft without rebuilding it by hand.
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
Re-entering order details into invoicing creates friction and increases the chance of transcription errors.
- Create a draft invoice from order details returned by Agenty.
- Keep invoice creation subject to review before finalization.
- Report incomplete customer, item, or tax details instead of filling gaps.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Altoviz once in the Notis portal.
- 2Create an automation and describe when complete, approved order details should become a draft invoice.
- 3Choose a webhook trigger for the Agenty result.
- 4Choose where Notis should send run reports.
- 5Test with one real approved order and inspect the draft invoice.
Questions about this workflow
Does this send or finalize the invoice?
The listed action creates a draft sale invoice. Review and finalize it in Altoviz as appropriate.
Can it infer missing prices or tax rates?
The prompt should require source data for invoice details and report any missing information for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Altoviz. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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