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Notis

Turn Agiled payment confirmations into Altoviz receipts

Capture a confirmed payment as a receipt in Altoviz while the payment context is still at hand.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Receipt

Create a receipt to record a customer payment, optionally linking it to a document.

Why this helps

Payment confirmations can sit in project notes while the matching receipt is still missing from billing records.

  • Document received payments in Altoviz.
  • Keep supplied customer or invoice context with the receipt workflow.
  • Reduce manual bookkeeping after payment confirmation.

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 an Altoviz receipt from the payment details in the request and report if a customer or invoice reference is missing.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one real payment confirmation and inspect the receipt in Altoviz.

Questions about this workflow

Does this workflow process a payment?

No. The Altoviz action records a receipt for a payment already received; it does not process the payment.

Can it link a receipt to an invoice?

The action can optionally link to invoices or other documents. Include the relevant reference in the request and have Notis report if it cannot resolve it.

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.

TriggerScheduled

Create Product

Creates a new product.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Contact

Create a new contact record.

ActionInstant

Delete Product

Permanently deletes an existing product.

ActionInstant

Create Customer

Create a customer record for a company or an individual.

ActionInstant

Find Contact by Email

Finds a contact by email address.

ActionInstant

Create Customer Family

Create a customer family to group and organize customers.

ActionInstant

Find Customer by Email

Finds a customer by email address.

ActionInstant

Find Product by Number

Finds a product by its product number.

ActionInstant

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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