Review monitored website findings alongside Altoviz invoices
Bring a recurring research task and your invoice records into one report to help you spot items that may need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Sale Invoices
Find or retrieve sales invoices.
Why this helps
Checking external project or customer updates and then finding related billing records creates a multi-step task that can fall through.
- Pair current page findings with invoice records retrieved from Altoviz.
- Get a consolidated report to support a manual review.
- Avoid changing invoice records during a monitoring workflow.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Altoviz once in the Notis portal.
- 2Create an automation and describe which website findings and invoice information should be reviewed together.
- 3Choose a recurring schedule as the trigger.
- 4Choose where Notis should send run reports.
- 5Test with one real page and confirm the report provides useful review context.
Questions about this workflow
Will the workflow create or edit invoices?
No. The selected Altoviz action retrieves sale invoices for review.
Can it identify a particular invoice automatically?
Only when the source result or prompt provides enough information to identify the relevant record; otherwise it should report the limitation.
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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