Connect Worksection and Altoviz to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
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 Worksection and Altoviz automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
Do thisActions
Action is the task that follows automatically within your Worksection integrations.
Create Project
Adds a new project into your account.
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
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Frequently Asked Questions
To start, connect both your Worksection and Altoviz accounts to viaSocket. Once connected, you can set up a workflow where an event in Worksection triggers actions in Altoviz (or vice versa).
Absolutely. You can customize how Worksection 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 Worksection 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 Worksection 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 Worksection
Worksection is project management tool. We help to manage projects, teams, communicate effectively, and control tasks online.
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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