Turn unbilled AnyDB work into invoice drafts
Run a scheduled billing pass that prepares drafts from work records your team has marked ready.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Sale Invoice
Create a draft sales invoice that can be edited before finalization.
Why this helps
Unbilled work can be overlooked when founders have to check multiple places before invoicing.
- Review eligible work records in a repeatable batch.
- Create drafts for human review before finalizing.
- Report incomplete billing records for follow-up.
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 find AnyDB work records marked ready to bill and create draft Altoviz sale invoices using their supplied customer and line item details.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real eligible work record and review the invoice draft.
Questions about this workflow
Does the workflow finalize or send invoices?
No. The available action creates a draft sale invoice, which can be reviewed before any further action.
What should be in each work record?
Include the customer and line item details required for the draft. Notis should report records that do not have enough information.
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
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