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Altovizaccounting

67 available actions

What your AI agent can do in Altoviz

Altoviz is a cloud-based billing and invoicing platform for businesses, offering online payments, expense tracking, document management, and customizable invoices. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Find Contact by EmailThis tool allows searching for contacts in Altoviz using an email address.
  • Find Customer by EmailThis tool allows you to find a customer in Altoviz by their email address.
  • Create ContactCreates a new contact in the Altoviz system.
  • Create CustomerCreates a new customer in Altoviz.
  • Update Customer InformationUpdates an existing customer's information in Altoviz.
  • Update Colleague InformationUpdates an existing colleague's information in Altoviz.

Browse all 67 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 40 actionsHide actions
  • Download Purchase InvoiceTool to download a purchase invoice as a PDF file from Altoviz.
  • Download Sale Credit PDFTool to download a sale credit as a PDF file from Altoviz.
  • Download Sale Invoice PDFTool to download a sale invoice as a PDF file from Altoviz.
  • Find Contact by EmailThis tool allows searching for contacts in Altoviz using an email address.
  • Find Customer by EmailThis tool allows you to find a customer in Altoviz by their email address.
  • Find Product by NumberSearch for a product in Altoviz by its product number/SKU.
  • Find Product by Number or Internal IDTool to find a product in Altoviz by exact product number or internal ID.
  • Find Receipt by Internal IDTool to find receipts in Altoviz by customer internal ID.
  • Find Sale CreditsTool to find sale credits in Altoviz.
  • Find Sale InvoicesTool to find sale invoices in Altoviz.
  • Find Sale QuotesTool to find sale quotes in Altoviz.
  • Get Classifications ListThis tool retrieves a list of classifications from the Altoviz platform.
  • Get Colleague by IDTool to retrieve a colleague's details from Altoviz by their ID.
  • Get Contact by IDTool to retrieve a contact by its unique ID from Altoviz.
  • Get Current UserTool to retrieve the current authenticated user's information from Altoviz.
  • Get Customer by IDTool to retrieve a customer by their ID from Altoviz.
  • Get Customer by Internal IDTool to retrieve a single customer from Altoviz by their internal ID.
  • Get Customer ContactsTool to retrieve all contacts associated with a specific customer in Altoviz.
  • Get Customer FamilyTool to retrieve a customer family by ID from Altoviz.
  • Get Product by IDTool to retrieve a product by its unique ID in Altoviz.
  • Get Product Family by IDTool to retrieve a specific product family by its ID from Altoviz.
  • Get Receipt by IDTool to retrieve a receipt by its ID from Altoviz.
  • Get Sale Credit by IDTool to retrieve a sale credit by its ID from Altoviz.
  • Get Sale Invoice by IDTool to retrieve a sale invoice by its ID from Altoviz.
  • Get SettingsTool to retrieve application settings from Altoviz.
  • Get Supplier by IDTool to retrieve a supplier by their ID from Altoviz.
  • Get Supplier ContactsTool to retrieve all contacts associated with a specific supplier in Altoviz.
  • Get Units ListThis tool retrieves a list of all available units in the Altoviz system.
  • Get VAT RatesThis tool retrieves a list of all available VAT rates from Altoviz.
  • List ColleaguesRetrieves a list of colleagues from Altoviz.
  • List ContactsTool to retrieve a list of contacts from Altoviz with optional filtering and pagination.
  • List Customer FamiliesTool to list customer families from Altoviz.
  • List CustomersTool to retrieve a paginated list of customers from Altoviz.
  • List Product FamiliesTool to retrieve a list of product families from Altoviz.
  • List ReceiptsTool to retrieve a list of receipts from Altoviz.
  • List Sale CreditsTool to retrieve a list of sale credits from Altoviz.
  • List Sale InvoicesTool to retrieve a list of sale invoices from Altoviz.
  • List Sale QuotesTool to retrieve a list of sale quotes from Altoviz.
  • List SuppliersTool to retrieve a paginated list of suppliers from Altoviz.
  • List WebhooksTool to retrieve all configured webhooks from Altoviz.
Create & communicateCreate records or send supported messagesView 9 actionsHide actions
  • Create ContactCreates a new contact in the Altoviz system.
  • Create CustomerCreates a new customer in Altoviz.
  • Create Customer FamilyCreates a new customer family in Altoviz for categorizing and organizing customers into groups.
  • Create ProductCreates a new product in the Altoviz system.
  • Create Product FamilyTool to create a new product family in Altoviz.
  • Create ReceiptCreates a new receipt in the Altoviz system to record customer payments.
  • Create Sale CreditCreates a new draft credit note (avoir) in Altoviz.
  • Create Sale InvoiceCreates a new draft sale invoice in Altoviz.
  • Upload Purchase InvoiceTool to upload and create a new purchase invoice from a file (PDF or image format).
Update & manageChange and manage existing recordsView 5 actionsHide actions
  • Update Colleague InformationUpdates an existing colleague's information in Altoviz.
  • Update Customer InformationUpdates an existing customer's information in Altoviz.
  • Update ReceiptUpdates an existing receipt in Altoviz.
  • Update Sale CreditTool to update a draft credit note in Altoviz.
  • Update Supplier InformationUpdates an existing supplier's information in Altoviz.
Remove & cancelRemove records or cancel supported workView 10 actionsHide actions
  • Delete ColleagueTool to delete a colleague from Altoviz.
  • Delete CustomerTool to delete a customer from Altoviz.
  • Delete Customer FamilyTool to delete a customer family from Altoviz.
  • Delete ProductThis tool allows you to delete an existing product from Altoviz.
  • Delete Product FamilyTool to delete a product family from Altoviz.
  • Delete ReceiptTool to delete a receipt from Altoviz.
  • Delete Draft Sale CreditTool to delete a draft credit from Altoviz.
  • Delete Sale InvoiceTool to delete a draft sale invoice from Altoviz.
  • Delete Sale QuoteTool to delete a sale quote from Altoviz.
  • Delete SupplierTool to delete a supplier from Altoviz.
Other actionsSpecialist and administrative actions.View 3 actionsHide actions
  • Register WebhookTool to register a new webhook in Altoviz.
  • Test API KeyTool to test API key validity and retrieve basic account information.
  • Unregister WebhookTool to unregister a webhook from Altoviz.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Altoviz

How does the agent connect to Altoviz?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Altoviz?
The page above lists the 67 actions currently available through the Altoviz connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Altoviz included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Altoviz is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Altoviz to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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