Prepare draft Altoviz credits from refund reviews
Convert a completed refund review into a draft credit note that is ready for a careful final check.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Sale Credit
Create a draft credit note that can be edited before finalization.
Why this helps
After a refund decision, manually rebuilding the related credit document can add delay and invite errors.
- Reduce repeated entry after refund review
- Keep the credit as a draft for review
- Create a consistent handoff from AI-assisted review to billing
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 credit from the completed refund review and the supplied document details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real reviewed case and check the draft credit in Altoviz.
Questions about this workflow
Does this issue a finalized credit note?
No. The action creates a draft sale credit that can be modified before finalization.
Does the workflow decide whether a refund is due?
No. The refund review must be completed before the webhook request starts this workflow.
Can it cancel an invoice automatically?
It creates a draft credit note. It does not finalize the credit or otherwise complete a cancellation.
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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