Catch won deals that still need an invoice draft
Use a recurring review to turn ready-to-bill deals into Altoviz draft invoices and keep exceptions visible for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Sale Invoice
Create a draft sales invoice that can be edited before finalization.
Why this helps
A closed deal can sit without an invoice when nobody has a clear, low-friction way to review what is ready.
- Surface deals that are ready for billing.
- Prepare drafts in a predictable batch.
- Make missing billing information visible before invoicing.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Altoviz to Notis once in the portal.
- 2Create an automation prompt to identify won, uninvoiced deals and prepare drafts from complete details.
- 3Choose a Notis schedule for the review.
- 4Choose where Notis should send run reports.
- 5Test with one known uninvoiced deal and inspect the draft in Altoviz.
Questions about this workflow
How does the workflow know a deal has not already been invoiced?
Provide an invoice status or a reliable way to compare the deal against existing Altoviz invoices. Without that source or baseline, the workflow cannot safely determine this.
What happens when billing details are incomplete?
The prompt should ask Notis to report the missing information and skip invoice creation until the details are supplied.
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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