Reconcile confirmed CRM payment entries into Altoviz
A scheduled payment review can help close the gap between payment confirmation and the receipt recorded in Altoviz.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Receipt
Create a receipt to record a customer payment, optionally linking it to a document.
Why this helps
Payment notes accumulate in CRM while receipts wait for manual entry into the billing system.
- Reduce the backlog of confirmed payment entries.
- Record receipts in a repeatable routine.
- Keep an audit-friendly run report.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation prompt to select confirmed, unrecorded payments and create receipts.
- 3Choose a Notis schedule for the payment review.
- 4Choose a destination for run reports.
- 5Test with one confirmed payment and verify the receipt in Altoviz.
Questions about this workflow
How can Notis tell that a payment is unrecorded?
The run needs a supplied status or a way to check existing Altoviz receipts. If the source data does not show payment status or a receipt identifier, that information is missing and must be supplied.
Will this create receipts for pending payments?
It should only create receipts for confirmed payments. Describe the confirmation rule in the prompt and include that status in the run data.
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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