Turn AI-approved billing briefs into draft invoices
Hand off an approved billing brief to Altoviz as a draft invoice, with the final review kept in your hands.
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
Translating an approved scope into a first invoice draft creates repetitive data entry and delays billing.
- Reduce re-entry between a completed brief and a billing draft
- Create a reviewable draft rather than a finalized invoice
- Keep invoice preparation tied to an explicit approved brief
Setup
Build it in a few focused steps.
- 1Connect Ai ml api and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis to create one from any channel.
- 3In one instruction, ask Notis to create a draft Altoviz sale invoice from the approved brief and supplied customer and line item details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real approved brief and review the draft invoice in Altoviz.
Questions about this workflow
Is the invoice finalized automatically?
No. The listed action creates a draft sale invoice, which can be modified before finalization.
What must the brief provide?
Provide the customer and line item details needed for the invoice. The workflow should not assume missing accounting or tax details.
Does this send the invoice to the customer?
No. The action creates a draft invoice in Altoviz. Sending or finalizing is outside this workflow.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Altoviz. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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