Prepare draft sale credits from parsed refund requests
Convert a documented refund or correction request into a draft credit note in Altoviz, ready for your review.
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
Refund and correction requests can get stuck between document review and preparing the accounting adjustment.
- Reduce manual entry when preparing credit notes.
- Keep the credit in draft status for review.
- Surface missing invoice or adjustment details in the run report.
Setup
Build it in a few focused steps.
- 1Connect Altoviz in the Notis portal and submit parsed refund or correction details to a Notis webhook.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to create a draft Altoviz sale credit from each submitted request and report details that are missing or ambiguous.
- 4Pick the webhook trigger and select where run reports should go.
- 5Test one real request and review the draft credit in Altoviz.
Questions about this workflow
Will this issue a refund or finalize the credit note?
No. The listed action creates a draft credit note that can be modified before being finalized.
Can it determine the amount to credit from the source document?
It can use an amount returned in the parsed data. Any unclear calculation or missing source amount must be supplied or resolved by a person.
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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