Keep approved refund cases moving toward finance review
A scheduled review can turn approved refund cases into draft credit notes while flagging cases that still need information.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Sale Credit
Create a draft credit note that can be edited before finalization.
Why this helps
Refund cases are easy to leave in limbo when finance must manually find and recheck each approved decision.
- Create a recurring checkpoint for approved refunds.
- Prepare credit drafts when the information is complete.
- Report incomplete cases for follow-up.
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 approved refund cases and create draft credits only when details are complete.
- 3Choose a Notis schedule for the review.
- 4Choose where run reports should be delivered.
- 5Test with one approved refund case and review the Altoviz draft.
Questions about this workflow
Can the workflow decide whether a refund is approved?
Only if the supplied case data includes a clear approval status. The prompt should skip cases whose approval is missing or unclear.
Will a draft credit automatically refund the customer?
No. This action prepares a draft credit note in Altoviz. It does not process a payment refund.
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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