Connect Altoviz to Definable AI

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

About Altoviz

Altoviz is a productivity tool. Connect it to Definable AI with one-click OAuth2 — no API keys or custom code required.

What you can automate with Altoviz

Use Definable AI's agent platform to trigger workflows from Altoviz, process results with 50+ AI models, and sync data across 900+ connected apps.

Tools & Actions (67 available)

  • 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.
  • Delete Colleague: Tool to delete a colleague from Altoviz. Use when you need to permanently remove a colleague from the system.
  • Delete Customer: Tool to delete a customer from Altoviz. Use when you need to permanently remove a customer record from the system. Use ALTOVIZ_FIND_CUSTOMER first to look up customer IDs by email address if needed.
  • Delete Customer Family: Tool to delete a customer family from Altoviz. Use when you need to permanently remove a customer family from the system.
  • Delete Draft Sale Credit: Tool to delete a draft credit from Altoviz. Use when you need to permanently remove a draft credit. Only draft credits can be deleted; finalized credits cannot be removed.
  • Delete Product: This tool allows you to delete an existing product from Altoviz. The action permanently removes the product from the system.
  • Delete Product Family: Tool to delete a product family from Altoviz. Use when you need to permanently remove a product family from the system.
  • Delete Receipt: Tool to delete a receipt from Altoviz. Use when you need to permanently remove a receipt from the system.
  • Delete Sale Invoice: Tool to delete a draft sale invoice from Altoviz. Use when you need to permanently remove a draft invoice from the system. Only draft invoices can be deleted; finalized invoices cannot be deleted.
  • Delete Sale Quote: Tool to delete a sale quote from Altoviz. Use when you need to permanently remove a quote from the system.
  • Delete Supplier: Tool to delete a supplier from Altoviz. Use when you need to permanently remove a supplier record from the system.
  • Download Purchase Invoice: Tool to download a purchase invoice as a PDF file from Altoviz. Use when you need to retrieve the PDF document of a specific purchase invoice.
  • Download Sale Credit PDF: Tool to download a sale credit as a PDF file from Altoviz. Use when you need to retrieve the PDF version of a specific sale credit document.
  • Download Sale Invoice PDF: Tool to download a sale invoice as a PDF file from Altoviz. Use when you need to retrieve the PDF document of a specific sale invoice.
  • 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.
  • 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.
  • Find Product by Number: Search for a product in Altoviz by its product number/SKU. Returns the first matching product with complete details including name, description, pricing, VAT, unit of measurement, and more. Returns null if no product matches. Use cases: - Look up a specific product by its SKU before creating an invoice - Verify a product exists before referencing it in orders - Retrieve product pricing and tax information
  • Find Product by Number or Internal ID: Tool to find a product in Altoviz by exact product number or internal ID. Use when you need to look up a product by either its product number/SKU or your internal system ID. At least one of the parameters must be provided.
  • Find Receipt by Internal ID: Tool to find receipts in Altoviz by customer internal ID. Returns a list of receipts associated with the specified internal ID. If no internal ID is provided, may return all receipts. Use when you need to search for receipts by customer identifier.
  • Find Sale Credits: Tool to find sale credits in Altoviz. Use when you need to search for or retrieve credit notes. Can filter by internal ID or return all credits if no filter is provided.
  • Find Sale Invoices: Tool to find sale invoices in Altoviz. Use when you need to search for or retrieve invoices. Can filter by internal ID or return all invoices if no filter is provided.
  • Find Sale Quotes: Tool to find sale quotes in Altoviz. Use when you need to search for or retrieve quotations. Can filter by internal ID or return all quotes if no filter is provided.
  • 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.
  • Get Colleague by ID: Tool to retrieve a colleague's details from Altoviz by their ID. Use this when you need to fetch information about a specific colleague including their contact information, partner status, and metadata.
  • Get Contact by ID: Tool to retrieve a contact by its unique ID from Altoviz. Use when you need to fetch detailed information about a specific contact.
  • Get Current User: Tool to retrieve the current authenticated user's information from Altoviz. Use when you need to get details about the currently authenticated user.
  • Get Customer Contacts: Tool to retrieve all contacts associated with a specific customer in Altoviz. Use when you need to get contact information for a customer using their customer ID.
  • Get Customer Family: Tool to retrieve a customer family by ID from Altoviz. Use when you need to fetch details of a specific customer family.
  • Get Customer by ID: Tool to retrieve a customer by their ID from Altoviz. Use when you need detailed information about a specific customer.
  • Get Customer by Internal ID: Tool to retrieve a single customer from Altoviz by their internal ID. Use when you need to fetch detailed information about a specific customer using their internal identifier.
  • Get Product Family by ID: Tool to retrieve a specific product family by its ID from Altoviz. Use when you need to fetch details about a product category or family grouping.
  • Get Product by ID: Tool to retrieve a product by its unique ID in Altoviz. Use when you need complete details about a specific product including pricing, VAT, units, and inventory information.
  • Get Receipt by ID: Tool to retrieve a receipt by its ID from Altoviz. Use when you need to fetch details of a specific receipt including amount, payment method, status, and customer information.
  • Get Sale Credit by ID: Tool to retrieve a sale credit by its ID from Altoviz. Use when you need to get detailed information about a specific credit.
  • Get Sale Invoice by ID: Tool to retrieve a sale invoice by its ID from Altoviz. Use when you need to get detailed information about a specific invoice.
  • Get Settings: Tool to retrieve application settings from Altoviz. Use when you need to access configuration for accounting, company information, emailing, sales, social media, or VAT settings.
  • Get Supplier Contacts: Tool to retrieve all contacts associated with a specific supplier in Altoviz. Use when you need to get contact information for a supplier using their supplier ID.
  • Get Supplier by ID: Tool to retrieve a supplier by their ID from Altoviz. Use when you need detailed information about a specific supplier.
  • 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.
  • 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.
  • List Colleagues: Retrieves a list of colleagues from Altoviz. Supports pagination, sorting, and full-text search. Use this to discover available colleagues, search for specific team members, or list all colleagues in the system.
  • List Contacts: Tool to retrieve a list of contacts from Altoviz with optional filtering and pagination. Use when you need to browse or search through available contacts.
  • List Customer Families: Tool to list customer families from Altoviz. Use when you need to retrieve or search through customer family groups. Supports pagination and full-text search to filter results.
  • List Customers: Tool to retrieve a paginated list of customers from Altoviz. Use when you need to browse all customers, search for customers by name/email/company, or fetch multiple customers at once. Supports pagination, sorting, and full-text search across customer fields.
  • List Product Families: Tool to retrieve a list of product families from Altoviz. Use when you need to browse available product families, search for specific families, or get family information for product categorization.
  • List Receipts: Tool to retrieve a list of receipts from Altoviz. Use this when you need to view, search, or filter receipts by pagination, ordering, or full-text search.
  • List Sale Credits: Tool to retrieve a list of sale credits from Altoviz. Use when you need to view credit notes issued to customers, filter by date range, or find credits for a specific customer. Supports pagination and sorting for efficient data retrieval.
  • List Sale Invoices: Tool to retrieve a list of sale invoices from Altoviz. Use when you need to view invoices issued to customers, filter by date range, status, or find invoices for a specific customer. Supports pagination, sorting, and status filtering for efficient data retrieval.
  • List Sale Quotes: Tool to retrieve a list of sale quotes from Altoviz. Use when you need to view quotes issued to customers, filter by date range, or find quotes for a specific customer. Supports pagination and sorting for efficient data retrieval.
  • List Suppliers: Tool to retrieve a paginated list of suppliers from Altoviz. Use when you need to browse all suppliers, search for suppliers by name/email/company, or fetch multiple suppliers at once. Supports pagination, sorting, and full-text search across supplier fields.
  • List Webhooks: Tool to retrieve all configured webhooks from Altoviz. Use when you need to view all webhook configurations, including their URLs, event types, and authentication details.
  • Register Webhook: Tool to register a new webhook in Altoviz. Use when you need to receive real-time notifications for events like customer creation, invoice updates, or product changes.
  • Test API Key: Tool to test API key validity and retrieve basic account information. Use this action to verify that the API key is working correctly and to get basic information about the authenticated account.
  • Unregister Webhook: Tool to unregister a webhook from Altoviz. Use when you need to remove a webhook configuration. Either webhook ID or URL must be provided to identify which webhook to unregister.
  • Update Colleague Information: Updates an existing colleague's information in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Use this action to modify colleague details such as contact information, partner status, and associated metadata.
  • Update Customer Information: Updates an existing customer's information in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Important: For Individual customers, you must provide either last_name or company_name. Setting company_name will change the customer type to Company. Use ALTOVIZ_FIND_CUSTOMER first to look up customer IDs by email address.
  • Update Receipt: Updates an existing receipt in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Use this to modify receipt details such as amount, date, payment method, status, or notes.
  • Update Sale Credit: Tool to update a draft credit note in Altoviz. Use when you need to modify an existing draft credit. Only draft credits can be updated; finalized credits cannot be modified.
  • Update Supplier Information: Updates an existing supplier's information in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Use this when you need to modify supplier details such as contact information, address, payment terms, or internal notes.
  • Upload Purchase Invoice: Tool to upload and create a new purchase invoice from a file (PDF or image format). Use when you need to create a purchase invoice by uploading a document.

How to connect Altoviz

  1. Sign in to Definable AI and go to Apps
  2. Search for Altoviz and click Connect
  3. Authorize via OAuth2 — takes under 30 seconds
  4. Use Altoviz actions in your AI agents and workflows