viaSocket

Connect Altoviz and vPlan to Build Intelligent Automations

Choose a Trigger

Altoviz

When this happens...

Choose an Action

vPlan

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Changed Collection

New or Changed Collection

Triggers when a new collection is added or changed.

New or Updated Card

New or Updated Card

Triggers when a card is added or updated.

Attached or Detached Label on a Card

Attached or Detached Label on a Card

Triggers when a label is attached or detached from a card.

Attached or Detached Resource on a Card

Attached or Detached Resource on a Card

Triggers when a resource is attached or detached from a card.

New or Changed Comment

New or Changed Comment

Triggers when a new comment is added or changed.

Card Deleted

Card Deleted

Triggers when a card is deleted.

Do thisActions

Action is the task that follows automatically within your Altoviz integrations.

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 vPlan?

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

Can we customize how data from Altoviz is recorded in vPlan?

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

How often does the data sync between Altoviz and vPlan?

The data sync between Altoviz and vPlan 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 vPlan?

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 vPlan?

Yes, you can set conditional logic to control the flow of data between Altoviz and vPlan. 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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vPlan

About vPlan

vPlan is a planning tool to plan and track your work.

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