Record a payment confirmation as an Altoviz receipt
Give payment confirmations a clear finance handoff. Notis can record the supplied payment details as a receipt in Altoviz.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Receipt
Create a receipt to record a customer payment, optionally linking it to a document.
Why this helps
A payment noted in a CRM can be forgotten in billing, leaving the books and customer follow-up out of sync.
- Record received payments without retyping details.
- Keep payment handling connected to the customer workflow.
- Review receipt creation attempts in Notis.
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 create a receipt from the payment details provided.
- 3Choose a Notis webhook trigger and send the payment confirmation details.
- 4Choose where Notis should send run reports.
- 5Test with one real payment and verify the receipt in Altoviz.
Questions about this workflow
Does this collect or process the payment?
No. It records a payment that has already been confirmed. The action creates an Altoviz receipt.
Can the receipt be linked to an invoice?
The action supports optionally linking to an invoice or another document. Include a reliable document identifier when one is available; otherwise, do not assume a link.
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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