Connect Engage and Altoviz to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Engage
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
Enable Integrations or automations with these events of Engage and Altoviz
Enable Integrations or automations with these events of Engage and Altoviz
Actions
Create Customer
Adds a new customer to your Engage account.
Track User Event
Record an event on a user's profile in Engage.
List or Find Users
Retrieve users from Engage — get all users or find a specific user by email or user ID.
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 Engage and Altoviz accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in Altoviz (or vice versa).
Absolutely. You can customize how Engage 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 Engage 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 Engage 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 Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
Learn MoreAbout 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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