ProductivityLive

Altoviz

Altoviz is a cloud-based billing and invoicing platform for businesses, offering online payments, expense tracking, document management, and customizable invoices.

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9 of 67 actions ready today

67
actions

Actions

Operations this integration can perform.

67

Create Contact

Creates a new contact in the Altoviz system. Use when you need to add a new contact with details like name, email, phone, and company information.

Create Customer

Creates a new customer in Altoviz. Use type='Company' for business customers (requires companyName) or type='Individual' for personal customers (typically uses firstName/lastName).

Create Customer Family

Creates a new customer family in Altoviz for categorizing and organizing customers into groups. Use when you need to create customer segments or categories for better organization.

Create Product

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

Create Product Family

Tool to create a new product family in Altoviz. Use when you need to organize products into categories or families for better inventory management.

Create Receipt

Creates a new receipt in the Altoviz system to record customer payments. Use when you need to document received payments and optionally link them to invoices or other documents.

Create Sale Credit

Creates a new draft credit note (avoir) in Altoviz. Credit notes are used to cancel or refund invoices. The credit note is created in draft status and can be modified before being finalized.

Create Sale Invoice

Creates a new draft sale invoice in Altoviz. The invoice is created in draft status and can be modified before being finalized. Use when you need to generate an invoice for a customer with line items.

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