Prepare Altoviz draft invoices from Agiled handoffs
Move billing details into a reviewable Altoviz draft instead of rebuilding the invoice by hand.
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
Copying customer and line item details from project work into a billing tool interrupts focused work and invites mistakes.
- Create a draft invoice for review in Altoviz.
- Reduce repeated entry of customer and line item details.
- Keep the billing handoff connected to the related Agiled work.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to create a draft Altoviz sale invoice using the customer and line item details in the request, and flag any missing required information.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real billing handoff and review the draft invoice in Altoviz.
Questions about this workflow
Will the invoice be finalized automatically?
No. The Altoviz action creates a draft sale invoice that can be reviewed and modified before finalization.
What if billing details are missing?
Instruct Notis to report which details are missing so you can complete them before relying on the draft.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Altoviz. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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