Turn an approved cancellation into a draft credit note
Give finance a clear review step when a cancellation requires a credit note. Notis creates the draft from details supplied in the request.
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 and cancellation decisions can get lost between customer support and finance, delaying the correct billing adjustment.
- Route approved cancellation decisions to finance.
- Keep the credit note as a draft for review.
- Reduce manual handoff and re-entry.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation describing when an approved cancellation should produce a draft credit.
- 3Choose a Notis webhook trigger and send the cancellation and document details.
- 4Choose where Notis should send run reports.
- 5Test using one approved example and review the draft credit in Altoviz.
Questions about this workflow
Does this issue or finalize the credit note?
No. The action creates a draft sale credit that can be reviewed and modified before it is finalized.
What must be supplied to create the credit?
Provide the relevant customer or invoice identifiers and the credit details required for the intended adjustment. If required values are missing, the workflow should report that instead of guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Altoviz. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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