Connect Altoviz and Nutshell to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Altoviz
Choose an Action
Automatically do this!
Find User
Create Company
List Users
List Account
List Account Type
List Activities
List Activity Types
List Custom Fields For Leads
List Items For Leads
List Leads
List Contacts
List Applicable Custom Fields
List Notes
List lead products
List Sources
List Stages
List Pipelines
Enable Integrations or automations with these events of Altoviz and Nutshell
Enable Integrations or automations with these events of Altoviz and Nutshell
Actions
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
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Frequently Asked Questions
To start, connect both your Altoviz and Nutshell accounts to viaSocket. Once connected, you can set up a workflow where an event in Altoviz triggers actions in Nutshell (or vice versa).
Absolutely. You can customize how Altoviz data is recorded in Nutshell. This includes choosing which data fields go into which fields of Nutshell, setting up custom formats, and filtering out unwanted information.
The data sync between Altoviz and Nutshell typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Altoviz and Nutshell. 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.
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.
Learn MoreAbout Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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