Search Altoviz invoices from document context
Bring invoice history into a document review when the parsed record includes the relevant customer internal ID.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Find Sale Invoices
Find or retrieve sales invoices.
Why this helps
Checking invoice history can require a separate search just when you are trying to resolve a customer document.
- Search for sale invoices using supplied customer context.
- Bring invoice records into document review.
- Make the search result available in the run report.
Setup
Build it in a few focused steps.
- 1Connect Altoviz in the Notis portal and submit the parsed context, including a customer internal ID if available, to a Notis webhook.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to find Altoviz sale invoices using the supplied internal ID and summarize the returned records for review.
- 4Choose the webhook trigger and a destination for run reports.
- 5Test with one customer internal ID that has known invoice history.
Questions about this workflow
Does this action create or send an invoice?
No. It finds sale invoices. Invoice creation is a separate action and creates a draft.
Can it search without an internal ID?
The action description says it can return all invoices if no filter is provided. Use an internal ID when you need a bounded customer search.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Airparser to Altoviz. A trigger fires from one place; an action lands in another.
Airparser 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.
Airparser and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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