Turn approved AnyDB work into a draft invoice
Move a billing-ready record into Altoviz as a draft invoice for review.
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
Approved work can sit unbilled when invoice details are scattered across records and tabs.
- Reduce copy and paste between work tracking and billing.
- Keep invoice creation tied to an explicit ready state.
- Review the resulting invoice draft before finalizing it.
Setup
Build it in a few focused steps.
- 1Connect AnyDB and Altoviz once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a draft Altoviz sale invoice for each incoming approved billing record using its supplied customer and line item details.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real billing record and review the draft and run report.
Questions about this workflow
Will this send the invoice to the customer?
The listed Altoviz action creates a draft sale invoice. It does not describe sending or finalizing the invoice.
What information should the incoming record include?
Supply the customer and invoice line item details needed to create the draft. If required information is missing, have Notis report what needs attention.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AnyDB to Altoviz. A trigger fires from one place; an action lands in another.
AnyDB 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.
AnyDB and Altoviz, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Altoviz.