Review Altoviz invoices against Agiled billing work
Get one scheduled view of invoice records and the billing work you asked Notis to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Find Sale Invoices
Find or retrieve sales invoices.
Why this helps
When billing work spans projects and invoices, it is easy to lose track of what needs a draft or follow-up.
- Bring invoice review into a recurring routine.
- Highlight billing work that appears to need attention.
- Reduce manual cross-checking between project and billing records.
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 which Agiled billing work to review, to retrieve relevant Altoviz sale invoices, and to report items requiring your attention.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real billing review and confirm the report is useful.
Questions about this workflow
Can it determine whether every Agiled project has been invoiced?
Only if the relevant project and billing information is available to Notis. Specify what records or details it should use and review the first report.
Does this workflow change invoice status?
No. It retrieves sale invoice records for review and does not finalize or modify invoices.
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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