Make
Overview
Section titled “Overview”Make (formerly Integromat) is a visual workflow automation platform that lets you connect apps and automate processes without writing code. Its drag-and-drop scenario builder supports advanced logic, filters, and data transformations.
The Altoviz connector for Make gives you 28 modules (actions, triggers, and searches) to automate your invoicing and accounting workflows. The app is verified by Make and officially supported by Altoviz.
👉 View the Altoviz integration on Make
Getting started
Section titled “Getting started”- Go to the Altoviz integration page on Make and click Create a scenario.
- Search for Altoviz and add a module.
- When prompted, create a new connection and enter your Altoviz API key.
You can generate an API key from your Altoviz account settings. See Authentication for details.
The Altoviz Make connector supports editable connections, so you can update your API key on an existing connection without recreating your scenarios.
Actions
Section titled “Actions”Actions let you create, read, update, or delete Altoviz data from within a scenario.
| Entity | Available actions |
|---|---|
| Customer | Create, Get, Update, Delete |
| Contact | Create, Get, Update, Delete |
| Product | Create, Get, Update, Delete |
| Sales Invoice | Create, Get, Finalize, Send, Download PDF, Mark as Paid |
| Sales Quote | Create, Get, Send, Download PDF |
| Sales Credit | Create, Get, Finalize, Send, Download PDF, Mark as Refunded |
Triggers
Section titled “Triggers”Triggers start a scenario automatically when something changes in Altoviz.
- Watch Customers (new or updated)
- Watch Contacts (new or updated)
- Watch Products (new or updated)
- Watch Sales Invoices (new or updated)
- Watch Sales Quotes (new or updated)
- Watch Sales Credits (new or updated)
Search
Section titled “Search”Search modules let you look up existing Altoviz records to use in your scenarios.
- Find a Customer
- Find a Contact
- Find a Product
- Find a Sales Invoice
- Find a Sales Quote
- Find a Supplier
Use cases
Section titled “Use cases”- CRM to invoice — When a deal is closed in Hubspot or Pipedrive, automatically create the corresponding customer and sales invoice in Altoviz.
- Google Contacts sync — Keep your Altoviz customers in sync with Google Contacts so your phone always has up-to-date client information.
- Real-time reporting — Push new sales invoices to Google Sheets or Microsoft Excel Online to feed your dashboards and reports.
- Accountant handoff — Automatically send finalized invoices to Dext so your accountant always has the latest documents without manual uploads.