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Notis

Get the Altoviz classifications you need on schedule

Have Notis retrieve the classifications list on a recurring schedule so it is ready when you review billing and accounting work.

Trigger

Recurring schedule

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

Action

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.

Why this helps

Classification lists are easy to forget to retrieve until you are already in the middle of preparing billing or accounting work.

  • Put a recurring list retrieval on autopilot
  • Keep classification information ready for review
  • Send run reports where your work happens

Setup

Build it in a few focused steps.

  • 1Connect Altoviz once in the Notis portal.
  • 2Create an automation and name it for the classification review.
  • 3In one instruction, ask Notis to retrieve the Altoviz classifications list and report the returned items.
  • 4Pick a recurring schedule as the trigger.
  • 5Choose where run reports go, then test with one run.

Questions about this workflow

Can I retrieve all classifications or a filtered list?

The Altoviz action can retrieve all classifications or filter by type. State the needed scope in your instruction.

Does this schedule create accounting records?

No. This workflow retrieves and reports classifications; it does not create invoices or accounting registers.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Gmail 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

Email Sent

Triggers when a Gmail message is sent by the authenticated user. It polls the 'SENT' label and emits metadata including sender, recipients, subject, timestamp, and thread ID.

TriggerPolling

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

New Gmail Message Received Trigger

Triggers when a new message is received in Gmail.

TriggerPolling

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

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

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

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

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.

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

When this happens · Trigger

Do this · Action

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