Resources · Make integration

Altoviz Make integrationAutomate Altoviz with Make.

Can Make handle your Altoviz customers, products and invoices for you? The Altoviz Make integration offers 26 modules, 5 of them instant triggers. This guide walks you through linking your account, then building and testing a first scenario on a real invoice.

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What you can automate

What can the Altoviz Make integration do for you?

The Altoviz Make integration links your invoicing account to Make, a no-code tool where you chain modules into a scenario, the automation you build. Each module is one brick: a trigger that starts the flow, an action that changes something, or a search. Altoviz brings 26 of them, so contacts, customers, products, quotes and invoices can move without copy and paste.

Invoices filed the moment they change. Watch Sales Invoices wakes the scenario when an invoice is edited, and Download a Sales Invoice grabs the file so the next module can store it wherever your accountant looks.

A customer file that follows your CRM. When a deal is won in another tool, Search for Customers checks whether the company already exists, then Create a Customer adds it only if the search came back empty. No duplicates to clean later.

Supplier bills that land in the right place. A bill arrives as an email attachment; Upload a Purchase Invoice pushes it into Altoviz so the purchase side stays complete.

Know the limit before you start: Make itself says its documentation for Altoviz is limited, because little public information exists about the app. The module names are reliable, the field-level help is thin, so test each module with a real record. If you are still picking a platform, the n8n vs Make comparison lays out the criteria, and the Make pricing page explains how operations are counted. Stuck on an error? See Make troubleshooting.

Connect

How do you connect your Altoviz account to Make?

  1. 01

    Add an Altoviz module

    In your scenario, click the + and type Altoviz, then pick any module, for example Say Hello. In the module panel, click Create a connection. A connection is your Altoviz account linked to Make once, then reused by every Altoviz module.

  2. 02

    Name it, then authorize

    Give the connection a name if you run several Altoviz accounts, such as one per company. Then follow what Altoviz asks: either approve Make on the Altoviz page that opens, or paste the key Altoviz gives you into the field.

  3. 03

    Save and check

    Click Save. The connection now appears in the dropdown of every Altoviz module. From here, Make can list the objects it reads in your account, so you pick them instead of typing identifiers.

First scenario

Your first scenario: send supplier bills from your inbox to Altoviz

GoalWhen a supplier bill reaches your mailbox, Make uploads it to Altoviz as a purchase invoice.

  1. 01

    Create the scenario

    Open the Scenarios page, create a new scenario and click the + in the middle of the canvas to place the first module.

  2. 02

    Start from your mailbox

    Search your email app and pick its module that watches incoming messages. Point it at the folder where suppliers send their bills, so each email becomes a bundle, the item passed to the next module.

  3. 03

    Add Upload a Purchase Invoice

    Click the + on the right of the mail module, search Altoviz and choose Upload a Purchase Invoice. Then pick your Altoviz connection. First Altoviz module in this account? Click Create a connection instead.

  4. 04

    Map the attachment

    In the file field, map the attachment coming from the mail module, not its name. On the Free plan, keep in mind that Make handles files up to 5 MB.

  5. 05

    Test, schedule, switch on

    Send yourself a test bill, click Run once and check the bundle each module received, then the purchase invoice in Altoviz. Set the schedule on the first module and switch the scenario on.

Triggers

What can start an Altoviz scenario?

5 modules start a scenario when something happens in Altoviz. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Altoviz as soon as it happens.

Altoviz1Watch Contacts

Watch Contacts

Instant trigger

In Make“Triggers when a contact is changed.”

Watch Contacts gives you a scenario that starts on its own whenever a contact person is edited in Altoviz, so the people behind your accounts stay in step with your other tools.

How it fires
instant. Altoviz calls Make through a webhook as soon as the change happens, no polling involved.
When to use it
your sales team updates a phone number or an email in Altoviz and you want the mailing tool or the CRM to pick it up without anyone retyping it.
Watch out
it reacts to changes on contacts, not on customers. For a company record, use Watch Customers instead.
Altoviz2Watch Customers

Watch Customers

Instant trigger

In Make“Triggers when a customer is changed.”

Watch Customers turns any edit to a customer account in Altoviz into the start of a scenario. You get one bundle per changed customer, ready to feed another app.

How it fires
instant. The moment a customer changes, Altoviz notifies Make by webhook.
When to use it
finance corrects a billing address or a company name, and the support desk or CRM should show the same data.
Watch out
each change sends a new bundle, so a customer edited three times in a row runs the scenario three times. Every run costs operations, the unit Make counts on your plan.
Altoviz3Watch Products

Watch Products

Instant trigger

In Make“Triggers when a product is changed.”

Watch Products keeps your catalog honest across tools: whenever a product in Altoviz is modified, Make receives it and your scenario can push the update elsewhere.

How it fires
instant, by webhook. Altoviz pings Make right when the product changes.
When to use it
you adjust a price or a label in Altoviz and want the online shop or the internal price list to follow.
Watch out
if the same scenario writes products back into Altoviz, the edit fires the trigger again. Keep the writing side in another app, or add a filter so the scenario ignores its own changes.
Altoviz4Watch Sales Invoices

Watch Sales Invoices

Instant trigger

In Make“Triggers when a sales invoice is changed.”

Watch Sales Invoices hands you every sales invoice that changes in Altoviz, which makes it the natural starting point for filing, reporting or notifying people about billing.

How it fires
instant. Altoviz reaches Make through a webhook as soon as the invoice is edited.
When to use it
a finalized invoice should reach your accountant's folder, or a team channel should hear about it.
Watch out
a draft that gets several edits sends several bundles. If only one step of the life of the invoice matters to you, add a filter after the trigger before any costly module.
Altoviz5Watch Sales Quotes

Watch Sales Quotes

Instant trigger

In Make“Triggers when a sales quote is changed.”

Watch Sales Quotes lets a scenario react to your pipeline inside Altoviz: each quote that changes becomes a bundle Make can route to sales or project tools.

How it fires
instant. Altoviz tells Make by webhook the moment the quote is modified.
When to use it
a quote gets updated and the salesperson wants a reminder task in the CRM, or the project lead wants a heads-up before work starts.
Watch out
Make only knows that the quote changed. To act on a specific state, pull the full record with Get a Sales Quote and filter on it.
Modules

What can Make do in Altoviz?

Altoviz gives you 21 modules. For each one: what it does for you, when to reach for it, and what to watch out for.

Altoviz1

Create a Contact

Action

In Make“Creates a contact.”

Create a Contact adds a person to Altoviz from data another module collected, so nobody retypes names and emails from a form or a signed quote.

When to use it
a new person fills in your website form and should exist in Altoviz before the first invoice.
Watch out
run Search for Contacts first, otherwise a returning person gets a second record.
Altoviz2

Create a Customer

Action

In Make“Creates a customer.”

With Create a Customer, a company won elsewhere shows up in Altoviz ready to be invoiced, straight from the bundle your CRM or form sends.

When to use it
a deal moves to won in the CRM and billing needs the account now.
Watch out
place Search for Customers in front of it and continue only when the search finds nothing, to avoid twin accounts.
Altoviz3

Create a Product

Action

In Make“Creates a product.”

Create a Product fills your Altoviz catalog from another source, so the item exists before anyone tries to put it on a quote.

When to use it
a new offer is added to your spreadsheet or shop and invoicing should be able to sell it too.
Watch out
Make's documentation for Altoviz is limited, so run it once on a test product and check every field in Altoviz.
Altoviz4

Delete a Contact

Action

In Make“Deletes a contact.”

Delete a Contact removes a person from Altoviz when another system says they are gone, which keeps your address book clean without manual sweeps.

When to use it
someone leaves a client company and the CRM marks them as removed.
Watch out
a deletion cannot be taken back from Make. Test on a dummy contact and keep a filter that checks you really have the right person.
Altoviz5

Delete a Customer

Action

In Make“Deletes a customer.”

Delete a Customer erases a customer account in Altoviz on a signal from another tool, useful when duplicates or test accounts pile up.

When to use it
a cleanup scenario has identified a duplicate account with Search for Customers and should drop the extra one.
Watch out
nothing brings the account back from Make. Keep a human approval step in front if invoices might depend on it.
Altoviz6

Delete a Product

Action

In Make“Deletes a product.”

Delete a Product takes an item out of your Altoviz catalog when you retire it somewhere else, so quotes stop offering it.

When to use it
an offer is removed from the shop and invoicing should match.
Watch out
the removal is final from Make's side. Map the product identifier from a search or a Get a Product result rather than typing it, and try it on a spare product first.
Altoviz7

Download a Sales Invoice

Action

In Make“Downloads a sales invoice.”

Download a Sales Invoice gives you the invoice as a file inside the scenario, ready to be stored, attached to an email or sent to your accountant.

When to use it
right after Watch Sales Invoices, to archive each billed invoice in a shared drive.
Watch out
on the Free plan Make handles files up to 5 MB. Run it once on your largest invoice to check the file goes through.
Altoviz8

Finalize a Sales Invoice

Action

In Make“Finalizes a sales invoice.”

Finalize a Sales Invoice moves a draft invoice to its final state from inside a scenario, so billing can close without someone clicking through Altoviz.

When to use it
a project is marked delivered in your project tool and its draft invoice is ready to go.
Watch out
treat this as a commitment. Add a filter or approval so drafts that still need edits never reach this module.
Altoviz9

Get a Contact

Action

In Make“Returns a contact.”

Get a Contact returns the full record of one person you already have an identifier for, so the next modules can use details the trigger did not include.

When to use it
a trigger gives you only a contact identifier and your email step needs the name and address.
Watch out
it reads one contact only. To find people by a value, use Search for Contacts.
Altoviz10

Get a Customer

Action

In Make“Returns a customer.”

Get a Customer fetches one customer account in full, which lets you enrich a message, a report line or a CRM update with Altoviz data.

When to use it
an invoice bundle points to a customer and you want the company name in a team notification.
Watch out
each call is one operation. When a trigger already carries what you need, skip this step.
Altoviz11

Get a Product

Action

In Make“Returns a product.”

Get a Product pulls the current version of one catalog item, so another app can show the same label and details as Altoviz.

When to use it
Watch Products fires and you want the latest state before copying it to the online shop.
Watch out
you need the product identifier. If you only know a name, run Search for Products instead.
Altoviz12

Get a Sales Invoice

Action

In Make“Returns a sales invoice.”

Get a Sales Invoice loads one invoice with its details, handy when a later module needs more than the reference number.

When to use it
a payment tool tells you an invoice was paid and you want its customer and content to post a note in the team channel.
Watch out
it returns data, not the file. For the document itself, use Download a Sales Invoice.
Altoviz13

Get a Sales Quote

Action

In Make“Returns a sales quote.”

Get a Sales Quote reads one quote in full, so your scenario can decide what to do based on its content rather than on the bare change signal.

When to use it
after Watch Sales Quotes, to check the quote before creating a task in the CRM.
Watch out
field-level help for Altoviz is thin, so run it once and read the output bundle to see what it returns.
Altoviz14

Make an API call

Action

In Make“Performs an arbitrary authorized API call.”

Make an API call lets you reach any endpoint of the Altoviz API with your existing connection, covering whatever the listed modules leave out.

When to use it
you need an Altoviz object or action that has no dedicated module in Make.
Watch out
you have to know the endpoint yourself, and the Altoviz documentation in Make is limited. Test on data you can afford to change.
Altoviz15

Send a Sales Invoice

Action

In Make“Sends a sales invoice.”

Send a Sales Invoice gets the invoice out to your customer from the scenario, so finishing a job and billing for it can happen in one flow.

When to use it
once Finalize a Sales Invoice has run, to deliver the invoice without a manual step.
Watch out
a sent invoice has reached the customer. Run your first tests on a test customer that points to your own inbox.
Altoviz16

Upload a Purchase Invoice

Action

In Make“Uploads a purchase invoice.”

Upload a Purchase Invoice brings supplier bills into Altoviz from wherever they arrive, so the expense side of your books fills itself.

When to use it
a supplier emails a bill and a mail module hands the attachment to this one.
Watch out
map the file from the previous module, not its name. On the Free plan files are capped at 5 MB.
Altoviz17

Say Hello

Search

In Make“Returns information about the API.”

Say Hello returns information about the Altoviz API, which gives you a quick check that your connection answers before you build anything bigger.

When to use it
right after creating the connection, or when a scenario starts failing and you want to rule out the link.
Watch out
it reads no business data, so remove it from production scenarios to save operations.
Altoviz18

Search for Contacts

Search

In Make“Searches for contacts.”

Search for Contacts tells you whether a person already exists in Altoviz and hands back the matches, which is the safe first move before creating anyone.

When to use it
a form arrives and you want to update the existing contact rather than add a copy.
Watch out
a search can return zero, one or many bundles. Narrow the search so later modules work on the right person, not on every match.
Altoviz19

Search for Customers

Search

In Make“Searches for customers.”

Search for Customers looks up company accounts in Altoviz, so your scenario can branch between updating an existing customer and creating a new one.

When to use it
before Create a Customer, every time an outside tool sends you a company.
Watch out
an empty result is a normal answer, not an error. Decide in advance what the scenario should do when the company is new, so creation follows.
Altoviz20

Search for Products

Search

In Make“Searches for products.”

Search for Products finds catalog items in Altoviz without their identifier, which is what you usually have when data comes from a shop or a sheet.

When to use it
an order lists product names and you need the matching Altoviz items before building a quote elsewhere.
Watch out
a broad search can return many bundles, and each one runs the next modules and consumes operations.
Altoviz21

Search for Sales Invoices

Search

In Make“Search for Sales Invoices”

Search for Sales Invoices pulls a set of invoices from Altoviz in one go, the base for exports, reports or follow-up reminders.

When to use it
a request comes in to list a customer's invoices and send them to a spreadsheet.
Watch out
every invoice found becomes its own bundle. To send them in a single row or message, add an aggregator after it.
Need help

Need help automating Altoviz with Make?

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FAQ

Altoviz and Make: common questions

01Is the Altoviz Make integration free?
Yes. Altoviz is a standard app in Make, so it works on the Free plan with no special subscription. The Free plan has limits you will feel quickly: 2 active scenarios, at least 15 minutes between scheduled runs, 5 minutes of execution per run, files up to 5 MB and 512 MB of data transfer. Paid plans (Core, Pro, Teams and Enterprise) lift the scheduling floor to 1 minute and allow unlimited active scenarios. Usage is counted in operations, one per module per bundle, each month. Your Altoviz subscription is separate and not covered here.
02What do you need to connect Altoviz to Make?
An Altoviz account and a Make account. The official documentation lists no extra prerequisite and no dedicated steps, so the usual Make flow applies. Add any Altoviz module, click Create a connection, give it a name if you like, then either authorize Make on the Altoviz page or paste the key Altoviz provides, and save. The connection is then shared by all 26 Altoviz modules. Running Say Hello once is a simple way to confirm the link responds before you build a longer scenario.
03Do Altoviz triggers in Make react instantly?
Yes. All 5 Altoviz triggers are instant: Watch Contacts, Watch Customers, Watch Products, Watch Sales Invoices and Watch Sales Quotes. Altoviz calls Make through a webhook as soon as the record changes, so the scenario does not wait for a polling interval. Keep in mind that they fire on changes, which means one record edited several times sends several bundles. A filter right after the trigger keeps the scenario focused on the edits that matter and avoids spending operations on the others.
04What if the Altoviz module you need is missing in Make?
Use the Make an API call module. It reaches any endpoint of the Altoviz API with the same connection as the other modules, so you can cover objects or actions the 16 actions and 5 searches do not. Be aware that Make describes its Altoviz documentation as limited, because little public information about the app is available. Make gives you no list of endpoints for Altoviz, so you need them from the Altoviz side, and you should test each call with Run once on harmless data before switching the scenario on.
05Should you use Make or n8n for Altoviz?
It depends on the operations your process needs. In Make, Altoviz comes with 26 modules: 5 instant triggers on contacts, customers, products, invoices and quotes, 16 actions, 5 searches, and Make an API call for anything else. The same app often has an n8n node as well, so compare the list of Altoviz operations each tool gives you against the steps you want to automate. Neither choice is better by default; pick the one where your Altoviz workflow is fully covered without workarounds.
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