Connect Altoviz and crm web app to Build Intelligent Automations

Choose a Trigger

Altoviz

When this happens...

Choose an Action

crm web app

Automatically do this!

Enable Integrations or automations with these events of Altoviz and crm web app

Enable Integrations or automations with these events of Altoviz and crm web app

Actions

Find a Sales Invoice

Find a Sales Invoice

Find a sales invoice by internal ID. Optionally creates a sales invoice if none are found

Find Settings

Find Settings

Find an application settings

Find a Product

Find a Product

Find a product by its number. Optionally create a product if none is found

Find a Customer

Find a Customer

Finds a customer by email-ID. Optionally creates a new customer if none are found

Find a Contact

Find a Contact

Find a contact by Email.Optionally create a contact if none are found

Create a Contact

Create a Contact

Creates a new contact

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Frequently Asked Questions

How do I start an integration between Altoviz and crm web app?

To start, connect both your Altoviz and crm web app accounts to viaSocket. Once connected, you can set up a workflow where an event in Altoviz triggers actions in crm web app (or vice versa).

Can we customize how data from Altoviz is recorded in crm web app?

Absolutely. You can customize how Altoviz data is recorded in crm web app. This includes choosing which data fields go into which fields of crm web app, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Altoviz and crm web app?

The data sync between Altoviz and crm web app typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Altoviz to crm web app?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Altoviz and crm web app?

Yes, you can set conditional logic to control the flow of data between Altoviz and crm web app. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Altoviz

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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crm web app

About crm web app

CRM Web App is a Zapier App that interacts with Credit Money Machine Web, CRM Business Companion, CRM Monitor Companion, and Automatic Business Machine.

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