Automate Altoviz: faster invoices, cleaner books, smarter cash flow
Use viaSocket to connect Altoviz to your sales, payments, and ops tools so invoices are created, paid, reconciled, and reported automatically — no developers required.
Ready to use Altoviz automations
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Triggers and Actions in Altoviz Automations
viaSocket makes it simple to connect Altoviz and automate repetitive tasks.
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Altoviz integrations.
Find a Sales Invoice
Find a sales invoice by internal ID. Optionally creates a sales invoice if none are found
Find Settings
Find an application settings
Find a Product
Find a product by its number. Optionally create a product if none is found
Find a Customer
Finds a customer by email-ID. Optionally creates a new customer if none are found
Find a Contact
Find a contact by Email.Optionally create a contact if none are found
Create a Contact
Creates a new contact
How to get started with Altoviz automations
Automate when something happens in Altoviz
Login -> Create new flow -> Select trigger -> Search Altoviz -> Choose the trigger from the list
Take action in Altoviz when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Altoviz -> Choose the action from the list
Trigger
Action
Real-world use cases of Altoviz integrations
See how Altoviz integrates with popular apps to automate tasks and streamline your workflow.
- Integrate altoviz with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and altoviz databases.
- Integrate altoviz with MySQL to automatically sync records, facilitating seamless data exchange between altoviz and your SQL databases.
Know More About Altoviz Integrations
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Frequently Asked Questions
Common automations include creating and sending invoices from sales events, reconciling payments, scheduling recurring invoices, syncing expenses, and pushing accounting data into dashboards or CRM records. The goal is to reduce manual bookkeeping and speed cash flow.
No. viaSocket provides ready-made triggers and actions you can link in simple workflows. Non-technical users can set up or copy standard automations in minutes; developers can extend them if needed.
Yes. viaSocket can apply AI to extract invoice line items from PDFs, classify expenses, and match ambiguous payments to invoices. That reduces manual review and speeds reconciliation while keeping results auditable.
viaSocket connects to Altoviz using secure, authenticated connections and only shares the data needed for each workflow. You should review both platforms’ security and privacy policies and use least-privilege credentials for integrations.
Simple automations — like converting sales into invoices or sending payment reminders — can be active the same day. More complete flows (reconciliation, reporting, AI extraction) typically take a few days of configuration and testing.
About Altoviz
Altoviz is a cloud-based invoicing and accounting platform** for small businesses, starting with a web application. It aims to empower entrepreneurs with an appealing and powerful platform.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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