Zapier
Overview
Section titled “Overview”Zapier is the most widely used no-code automation platform, connecting thousands of apps through simple “Zap” workflows. Its editor makes it quick to set up automations without writing any code.
The Altoviz app for Zapier provides 81 modules — the most complete of all Altoviz automation connectors — covering triggers, actions, and searches across all major Altoviz entities.
👉 View the Altoviz integration on Zapier
Getting started
Section titled “Getting started”- Go to the Altoviz integration page on Zapier and click Create Zap.
- Search for Altoviz and select a trigger or action.
- When prompted, connect your Altoviz account using your API key.
You can generate an API key from your Altoviz account settings. See Authentication for details.
Triggers
Section titled “Triggers”Triggers start a Zap automatically when something changes in Altoviz.
| Trigger | Description |
|---|---|
| Contact | Fires when a contact is created, updated, or deleted |
| Customer | Fires when a customer is created, updated, or deleted |
| Product | Fires when a product is created, updated, or deleted |
| Sales Invoice | Fires when a sales invoice is created, updated, or deleted |
| Sales Quote | Fires when a sales quote is created, updated, or deleted |
| Sales Credit | Fires when a sales credit is created, updated, or deleted |
Actions
Section titled “Actions”Contacts & Customers
Section titled “Contacts & Customers”| Entity | Available actions |
|---|---|
| Customer | Create, Update, Delete |
| Contact | Create, Update, Delete |
| Customer Family | Create, Delete |
| Colleague | Create, Update, Delete |
Products & Catalog
Section titled “Products & Catalog”| Entity | Available actions |
|---|---|
| Product | Create, Update, Delete |
| Product Family | Create, Delete |
Suppliers & Expenses
Section titled “Suppliers & Expenses”| Entity | Available actions |
|---|---|
| Supplier | Create, Update, Delete |
| Receipt | Create, Update, Delete |
| Purchase Invoice | Upload, Download |
Sales Documents
Section titled “Sales Documents”| Entity | Available actions |
|---|---|
| Sales Invoice | Create draft, Finalize, Send by email, Download PDF, Mark as paid, Delete |
| Sales Quote | Create, Send by email, Download PDF, Delete |
| Sales Credit | Create, Finalize, Send by email, Download PDF, Mark as refunded, Delete |
Search
Section titled “Search”Search steps let you find existing Altoviz records to use in your Zaps. Most searches also support a Find or Create option to automatically create the record if it doesn’t exist yet.
- Find Colleague
- Find Contact (Find or Create)
- Find Customer (Find or Create)
- Find Customer Family
- Find Product (Find or Create)
- Find Receipt
- Find Sales Invoice (Find or Create)
- Find Sales Quote (Find or Create)
- Find Sales Credit (Find or Create)
- Find Settings
Use cases
Section titled “Use cases”- CRM to invoice — When a deal is won in Hubspot or Pipedrive, automatically create the customer and a draft 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 finalized 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.