Altoviz

Accounting

Salesforce

CRM

Integrations Altoviz Salesforce

Create integrations between Altoviz and Salesforce

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Find a Sales Invoice in Altoviz when New Contact in Salesforce

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Find Settings in Altoviz when New Contact in Salesforce

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Find a Product in Altoviz when New Contact in Salesforce

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Find a Customer in Altoviz when New Contact in Salesforce

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Find a Contact in Altoviz when New Contact in Salesforce

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Create a Contact in Altoviz when New Contact in Salesforce

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Create a Product in Altoviz when New Contact in Salesforce

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Find a Sales Invoice in Altoviz when New Lead in Salesforce

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Find Settings in Altoviz when New Lead in Salesforce

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Find a Product in Altoviz when New Lead in Salesforce

Actions and Triggers

Triggers

New Contact

Triggers when a new Contact is created.

New Lead

Triggers when a new Lead is created.

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

New Case Attachment

Triggers when a new Attachment is added to a case.

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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Viasocket Integrations

How viaSocket Works | A Complete Guide

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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 Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

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