Prepare an Altoviz invoice from a campaign conversion
Carry complete order details from a conversion into an Altoviz draft invoice, so you can review it without rebuilding the order.
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
Reconstructing order details from campaign follow-up takes time and makes invoice errors easier to miss.
- Create a draft invoice from order details included in the request.
- Keep invoice creation subject to review before finalization.
- Catch incomplete customer, line item, or tax details in the run report.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Altoviz once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to create a draft Altoviz sale invoice only when the request includes the customer, order line items, and required billing details.
- 4Pick the Notis webhook trigger and choose where run reports go.
- 5Send one real order example and review the draft invoice before finalizing it.
Questions about this workflow
Does this send or finalize the invoice?
The listed Altoviz action creates a draft sale invoice. Review and finalize it in Altoviz as needed.
What if the request lacks tax or line item information?
Include the required invoice details in the request. Notis can report that the draft could not be created when information is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Altoviz. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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