Turn a won Agile CRM deal into a draft invoice
Move from closed deal to invoice review without starting from a blank billing form. Notis creates a draft for your team to check.
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
After closing a deal, preparing the first invoice by hand adds another task when attention has already moved on.
- Start invoice preparation as soon as deal details are ready.
- Keep the invoice in draft for review.
- Reduce re-entry of customer and line item information.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation describing how to prepare a draft invoice from supplied deal and billing details.
- 3Choose a Notis webhook trigger and send the won deal information.
- 4Choose where Notis should send run reports.
- 5Test with one real deal and review the draft invoice in Altoviz.
Questions about this workflow
Will this finalize or send the invoice?
No. The listed action creates a draft sale invoice. Review and finalization happen separately in Altoviz.
What details are needed for the invoice?
Provide the customer identity, line items, quantities, prices, and any necessary VAT details. The workflow must not invent missing billing values.
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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