Altoviz

67 tools available

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

accounting proposal & invoice management

Connect Altoviz Visit Altoviz ↗

Connect Altoviz to Definable to auto-categorise transactions, draft invoices on closed deals, surface cash-flow signals. Personas call Altoviz's 67 tools directly from chat or scheduled flows. Pair with a finance persona to keep books current and surface what needs human review.

Common workflows with Altoviz

Auto-categorise

New transaction lands
Agent classifies based on history + memo
Writes the category back

Invoice from event

Triggered by a closed deal
Persona drafts the invoice
Sends with the right terms

Cash-flow digest

Pull this week's ins/outs
Highlight unusual entries
Email a one-pager

Altoviz actions 67

Every Altoviz action below is a callable tool any Definable persona can invoke.

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 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 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 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 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 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 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 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 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 by ID

Tool to retrieve a supplier by their ID from Altoviz. Use when you need detailed information about a specific supplier.

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 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.

Frequently asked questions

What can I automate with Altoviz on Definable?

Anything Altoviz exposes through its API. Common accounting workflows on Definable include auto-categorise transactions, draft invoices on closed deals, surface cash-flow signals. Personas can call any of the 67 Altoviz tools directly, then chain the result into another integration without you writing code.

How does Altoviz authentication work?

Altoviz uses API_KEY on Definable. You connect once from the integrations page, scoped to the permissions you choose, and from then on any persona that has the integration enabled can act on your behalf. Tokens are encrypted at rest and rotated automatically.

Is the Altoviz integration included in my Definable plan?

Yes — every Definable plan, including Starter, includes access to all 67 Altoviz tools. You only need a separate Altoviz subscription if Altoviz itself charges per seat or per API call.

Is using Altoviz through Definable secure?

Every call from a persona to Altoviz is logged with the user, persona, prompt, and response. Tokens never leave Definable's secrets vault, scopes are configurable per persona, and you can revoke access at any time from the integration page.

How do I get started with Altoviz on Definable?

Sign up for Definable, open the integrations page, find Altoviz, and connect via OAuth or API key. You can immediately attach Altoviz to any persona and start running workflows. The free Starter plan includes 5,000 credits/month.

What Altoviz actions does Definable expose?

Definable exposes all 67 Altoviz actions as callable tools — including `Create Contact`, `Create Customer`, `Create Customer Family`, plus 64 more. Each tool gets a typed parameter schema so personas know exactly how to call it.

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