Connect EKM and Altoviz to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Order
New Product
Choose an Action
Automatically do this!
Find a Sales Invoice
Find Settings
Find a Product
Find a Customer
Find a Contact
Create a Contact
Create a Product
Ready to use EKM and Altoviz automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Runs when a new customer is created.
New Order
Trigger when new order is created in your account.
New Product
Trigger when new product is created in your account.
Do thisActions
Action is the task that follows automatically within your EKM integrations.
Create Customer
Add a new customer to the EKM account.
Create Product
Add a new Product to the EKM account.
Update Product
Update the details of an existing product.
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
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Frequently Asked Questions
To start, connect both your EKM and Altoviz accounts to viaSocket. Once connected, you can set up a workflow where an event in EKM triggers actions in Altoviz (or vice versa).
Absolutely. You can customize how EKM data is recorded in Altoviz. This includes choosing which data fields go into which fields of Altoviz, setting up custom formats, and filtering out unwanted information.
The data sync between EKM and Altoviz 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 EKM and Altoviz. 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.
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