Retrieve Altoviz classifications on a schedule
Put an accounting reference check on a recurring schedule so the information is ready when document preparation begins.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Classifications List
Retrieves available classifications.
Why this helps
Searching for accounting classifications while preparing documents interrupts focused billing work.
- Make classification lookup part of a regular workflow
- Keep returned reference details in a run report
- Reduce interruptions during document preparation
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 retrieve Altoviz classifications and summarize the returned list, applying a type filter only if supplied and supported.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test once and verify the report matches the classifications returned by Altoviz.
Questions about this workflow
Can the lookup be limited to a classification type?
The action can fetch classifications or filter by type. Include the type when you need a narrower reference.
Does this assign classifications to invoices?
No. It retrieves classification reference information for review.
Can the schedule make accounting decisions?
No. The run can report returned classifications, while choosing the correct one remains part of your accounting process.
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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