Connect finlight and Altoviz to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
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 finlight and Altoviz automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
Do thisActions
Action is the task that follows automatically within your finlight integrations.
List All Sources
Retrieve all article sources.
Search Articles
Search articles with filters
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
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Frequently Asked Questions
To start, connect both your finlight and Altoviz accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Altoviz (or vice versa).
Absolutely. You can customize how finlight 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 finlight 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 finlight 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 finlight
Finlight is a comprehensive platform designed to streamline financial management and investment tracking. It offers tools for analyzing financial data, managing portfolios, and generating insightful reports, making it ideal for both individual investors and financial professionals.
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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