Connect Altoviz and Process Street to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Altoviz
Choose an Action
Automatically do this!
Create Data Set Record
Delete Data Set Record
Update Task
List Workflows
List Users
List Data Sets
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Workflow Run
Triggers when a workflow is run.
Workflow Run Completed
Triggers when a workflow run is completed.
New Task Checked
Triggers when a task is checked off in a workflow.
Task Ready
Triggers when a task is ready to be worked on.
Data Set Record Created
Triggers when a new record is added to a data set.
Data Set Record Updated
Triggers when an existing record is updated in a data set.
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
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Frequently Asked Questions
To start, connect both your Altoviz and Process Street accounts to viaSocket. Once connected, you can set up a workflow where an event in Altoviz triggers actions in Process Street (or vice versa).
Absolutely. You can customize how Altoviz data is recorded in Process Street. This includes choosing which data fields go into which fields of Process Street, setting up custom formats, and filtering out unwanted information.
The data sync between Altoviz and Process Street 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 Process Street. 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 Process Street
Automate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
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