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Notis

Create service products as new ClickUp work starts

Let a documented service folder become a billing ready product.

Trigger

Folder Created

Triggers when a new Folder is created.

Action

Create Product

Creates a new product in the altoviz system. this tool allows for the independent creation of a product with all necessary details.

Why this helps

Service launches can reach delivery before the matching catalog product exists.

  • Shorten the path from service design to billing setup
  • Use existing folder context
  • Avoid retyping product details

Setup

Build it in a few focused steps.

  • 1Connect ClickUp and Altoviz once in Notis.
  • 2Create an automation telling Notis to create a product only for folders marked as billable services.
  • 3Pick ClickUp Folder Created as the trigger.
  • 4Choose where reports should be delivered.
  • 5Test with one completed service folder.

Questions about this workflow

How do I prevent internal folders from creating products?

Include a clear qualification rule in the plain language instruction, such as a billable marker.

Can Notis create missing details?

It should report missing required details and wait for complete source information.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Clickup to Altoviz. A trigger fires from one place; an action lands in another.

Clickup triggers

Altoviz actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Product

Creates a new product in the altoviz system. this tool allows for the independent creation of a product with all necessary details.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Delete Product

This tool allows you to delete an existing product from altoviz. the action permanently removes the product from the system.

ActionInstant

Folder Created

Triggers when a new Folder is created.

TriggerInstant

Find Contact by Email

This tool allows searching for contacts in altoviz using an email address. the action is independently executable and returns contact details if found.

ActionInstant

Folder Deleted

Triggers when a Folder is deleted.

TriggerInstant

Find Customer by Email

This tool allows you to find a customer in altoviz by their email address. this is a standalone action that doesn't require any resource ids or dependencies on other tools.

ActionInstant

Folder Updated

Triggers when a Folder is updated (renamed, content edited, etc.).

TriggerInstant

Find Product by Number

This tool allows users to find products in altoviz using the product number. it retrieves detailed product information including id, name, number, description, price, and other relevant metadata. it is a critical operation for product management in altoviz.

ActionInstant

List Created

Triggers when a new List is created.

TriggerInstant

Get Classifications List

This tool retrieves a list of classifications from the altoviz platform. classifications are essential for producing accounting registers from user-created invoices. it can fetch all classifications or filter them by type.

ActionInstant

List Deleted

Triggers when a List is deleted.

TriggerInstant

Get Units List

This tool retrieves a list of all available units in the altoviz system. units are used for product measurements and quantity specifications in various transactions.

ActionInstant

List Updated

Triggers when a List is updated (renamed, content edited, etc.).

TriggerInstant

Get VAT Rates

This tool retrieves a list of all available vat rates from altoviz. it's essential for creating and managing invoices and quotes where vat calculations are required. it supports retrieving vat rates, validating them for different regions, and ensuring correct tax calculations in financial documents.

ActionInstant

Connect any two apps with Notis in the middle.

Clickup and Altoviz, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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