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Altoviz Zapier integrationAutomate Altoviz with Zapier.

The Altoviz Zapier integration gives you 6 triggers, 40 actions and 11 searches to run quotes, invoices, credits and customer records without retyping them. All six triggers are instant, and the app works on the free plan.

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Overview

What the Altoviz Zapier integration actually does for you

Altoviz handles quotes, invoices, payments and bookkeeping for small businesses. Zapier is the layer that makes it react on its own: an event in Altoviz (a quote, a customer, a credit) starts an automation, and that automation writes back into Altoviz or into your other tools. No code, and nothing to copy by hand.

Three results people build first. A quote turns into a draft invoice: the Sales Quote trigger feeds Create Draft Sales Invoice, and you only review before finalizing. An invoice reaches the client without you opening the app: Finalize Sales Invoice then Send Sales Invoice close the loop. Supplier bills land in the right place: Upload Purchase Invoice files a supplier invoice that arrived somewhere else.

Good news if you are on the free plan: every Altoviz trigger is instant, so Zapier hears about the event the moment it happens and the polling grid of your plan never slows you down.

What it does not do: there is no trigger for purchase invoices, receipts, suppliers or colleagues. Those records can be created, changed or fetched by actions, but nothing in Altoviz will start a Zap when one of them moves. And most actions need the Altoviz ID of the record they touch, so plan where that ID comes from.

If you are weighing tools, the same app has an Altoviz Make integration page, and our Make vs Zapier comparison is there too.

Vocabulary

Zapier vocabulary in one minute

Seven words come back on every line of this page. Here they are in plain English.

Zap
The automation you build: one trigger, then one or more actions that run each time the trigger event happens.
Trigger
The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it and does nothing before.
Action
What the Zap does once started: the step that creates, sends, updates or files something for you.
Task
The unit Zapier bills: one action your Zap completes successfully. Your plan counts those, nothing else.
Polling vs instant
A polling trigger is checked on a timer. An instant trigger is reported by the app itself, the moment it happens.
Filter
A step that lets the Zap continue only when what arrived meets your condition, and stops it quietly otherwise.
Search step
A step that looks up a record that already exists, so the next steps can reuse what it found, like an ID.
Cost

What an Altoviz Zap really costs

The trigger is free. Watching Altoviz is free. Only an action that succeeds counts as a task.

  • Premium appNo, available on the free plan
  • Free plan100 tasks a month, two-step Zaps only
  • Altoviz triggers6 instant, 0 polling

A Zap with two actions burns two tasks per run, and an action that fails costs nothing at all. The free plan gives 100 tasks a month and unlimited Zaps, but only two-step Zaps: one trigger, one action. Add a filter or a search and the Zap becomes multi-step, which needs a paid plan. Altoviz is not a premium app, so it runs from the free plan, and its instant triggers ignore the interval grid below.

Connect

Connect your Altoviz account to Zapier in 3 steps

  1. 01

    Open the Apps page

    In your Zapier account, go to Apps and click + Add connection. A connection is your Altoviz account linked once, then reused by every Zap step that talks to Altoviz.

  2. 02

    Pick Altoviz

    Type Altoviz in the search box of the dialog, select it, then click Add connection. You need an Altoviz account, plus access to any records you do not own and want the Zap to touch.

  3. 03

    Sign in and grant access

    A tab opens on Altoviz. Sign in with the account whose quotes and invoices the Zap should handle, then grant Zapier access. From then on, every step can reuse that connection.

First Zap

Your first Zap: from accepted quote to draft invoice

GoalWhen a quote is saved in Altoviz, keep only the ones you want to bill and turn each into a draft invoice.

  1. 01

    Build the trigger

    Start a Zap, choose Altoviz and the Sales Quote event. Fill the two required boxes, Name and Types, and pick the Altoviz connection you just made.

  2. 02

    Test it on a real quote

    Click Test. Zapier brings back the three most recent quotes of your account, so you map the next steps on a real one rather than on placeholders.

  3. 03

    Add the filter

    Click the plus icon, add Filter, then set the field to look at, the rule and the value. Only quotes that pass go on. This step makes the Zap multi-step.

  4. 04

    Create the draft invoice

    Add the Create Draft Sales Invoice action and map the fields you need from the quote. Leave it as a draft so someone checks before it goes out.

  5. 05

    Test, then Publish

    Run the action test once and open Altoviz to read the draft it made. If it looks right, click Publish: the Zap is now on and reacts to new quotes only.

Triggers

Altoviz triggers: 6 events, all instant

6 events start a Zap when something happens in Altoviz, and 6 of them are instant: the app calls Zapier straight away, whatever your plan.

1

Contact

Instant trigger

In Zapier“Triggers when a contact is created, updated or deleted.”

Each time a contact is added, edited or removed in Altoviz, this trigger passes the record to your Zap. One trigger, three kinds of change, so you decide what to keep.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a design studio wants its newsletter list to pick up a client's new accountant as soon as the account manager saves her.
Watch out
Name and Types are both required; Name labels the trigger inside Altoviz, so give it a name you will recognize later.
2

Customer

Instant trigger

In Zapier“Triggers when a customer is created, updated or deleted.”

This one watches the companies and people you bill. A customer created, changed or deleted in Altoviz starts the Zap with that customer's record in hand.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
an IT consultant who signs a new account wants a welcome sequence and a project folder ready before the first call.
Watch out
deletions fire it too; a filter keeps a removed customer from getting a welcome email, at the price of a multi-step Zap.
3

Product

Instant trigger

In Zapier“Triggers when a product is created, updated or deleted.”

Your catalogue of products and services can drive automations too. A product created, edited or deleted in Altoviz kicks off the Zap straight away.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a small online shop wants its price sheet for the sales team rebuilt whenever someone edits a price in Altoviz.
Watch out
if the same Zap writes back with Update Product, it will set itself off again; keep the write on a different record.
4

Sales Credit

Instant trigger

In Zapier“Triggers when a sales credit is created, updated or deleted.”

Credit notes are where money goes back out, so they deserve a watch. This trigger reacts when a sales credit is created, updated or deleted.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a subscription box business wants its support lead told the minute a refund note exists, so nobody refunds twice.
Watch out
an update fires it as well, so a credit edited after the first run starts the Zap again.
5

Sales Invoice

Instant trigger

In Zapier“Triggers when a sales invoice is created, updated or deleted.”

Any sales invoice that appears, changes or goes away in Altoviz is pushed to the Zap at once.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a marketing agency logs every invoice in its cash forecast without anyone exporting a file at the end of the month.
Watch out
an update fires it too, and a Zap that writes back into sales invoices writes where its own trigger listens, which can set it off again and again.
6

Sales Quote

Instant trigger

In Zapier“Triggers when a sales quote is created, updated or deleted.”

Quotes are the first sign of a deal. Every quote created, edited or deleted in Altoviz reaches your Zap the moment it is saved.

How it fires
the app tells Zapier the moment it happens, so the Zap starts right away, whatever your plan.
When to use it
a renovation contractor wants each new quote turned into a draft invoice, ready the day the client signs.
Watch out
each edit of a quote counts as an event; without a filter, a quote revised three times creates three drafts.
Actions

Altoviz actions: what your Zap can do in Altoviz

Altoviz gives you 40 actions. For each one: what it does for you, when to reach for it, and what to watch out for.

1

Create Colleague

Action

In Zapier“Creates a new colleague.”

Adds a team member to your Altoviz account from another source, such as your HR form.

When to use it
onboarding a new salesperson without someone in finance doing it by hand.
Watch out
the form carries an Is partner field; fill it on purpose rather than leaving it to the mapping.
2

Create Contact

Action

In Zapier“Creates a new contact.”

Writes a new contact into Altoviz with what the trigger brought.

When to use it
a web form fills your address book the moment a prospect leaves details.
Watch out
if the contact may already exist, the find-or-create version of Find Contact checks first.
3

Create Customer

Action

In Zapier“Creates a new customer.”

Opens a billable customer record in Altoviz, so invoices can be issued to it right after.

When to use it
a deal marked won in your CRM becomes a customer without retyping the billing address.
Watch out
the VAT reverse charge option sits in the billing options; set it for clients who need it.
4

Create Customer Family

Action

In Zapier“Creates a new customer family.”

Adds a group to sort your customers, the way you would tag a segment.

When to use it
a new sales channel opens and you want its customers grouped from day one.
Watch out
one family per run; a Zap that loops over a list creates one per item.
5

Create Product

Action

In Zapier“Creates a new product.”

Puts a new item in your Altoviz catalogue so it can appear on quotes and invoices.

When to use it
a product published in your online shop shows up in invoicing too.
Watch out
check Is unit price tax included, along with Active, before the first run.
6

Create Product Family

Action

In Zapier“Creates a new product family.”

Creates a category to group your products and services in Altoviz.

When to use it
launching a new service line with several offers that should be reported together.
Watch out
one family per run; a Zap that loops over a list will create one per item.
7

Create Receipt

Action

In Zapier“Creates a new receipt.”

Records a receipt in Altoviz from an expense captured elsewhere.

When to use it
a field technician's expense form ends up in the books without paper changing hands.
Watch out
Date and Amount are required; if the source form leaves either empty, the action fails and no task is counted.
8

Create Sales Credit

Action

In Zapier“Creates a new sales credit.”

Drafts a credit note in Altoviz, the document that cancels all or part of an invoice.

When to use it
a return approved in your support tool prepares the credit for accounting.
Watch out
Use tax included prices and VAT reverse charge are part of the step; decide how you fill them before the first run.
9

Create Draft Sales Invoice

Action

In Zapier“Creates a new draft sales invoice.”

Builds an invoice in Altoviz as a draft, so a human can still read it before it counts.

When to use it
turning a signed quote or a closed deal into an invoice ready to check.
Watch out
it stays a draft; Finalize Sales Invoice is a separate action, and a separate task.
10

Create Sales Quote

Action

In Zapier“Creates a new sales quote.”

Prepares a quote in Altoviz from data gathered by an earlier step.

When to use it
a request-a-quote form on your site produces a quote your team only has to adjust.
Watch out
VAT reverse charge and Use tax included prices are part of the step; map them for the clients they apply to.
11

Create Supplier

Action

In Zapier“Creates a new supplier.”

Adds a supplier to Altoviz so purchase invoices can be attached to it.

When to use it
a vendor approved in your procurement sheet is ready in Altoviz before its first bill.
Watch out
if the same vendor can come back, run Find Supplier before it.
12

Delete Colleague

Action

In Zapier“Delete an existing colleague.”

Removes a team member from Altoviz, identified by the record's ID.

When to use it
offboarding, so the person leaves Altoviz on the same day as the contract ends.
Watch out
the Id is required; most Zaps need Find Colleague just before to get it.
13

Delete Contact

Action

In Zapier“Delete an existing contact.”

Erases a contact from your Altoviz address book.

When to use it
a prospect asks to be removed from your records and you want every tool cleaned at once.
Watch out
it requires the contact's Id; an email alone is not enough without a Find Contact step.
14

Delete Customer

Action

In Zapier“Delete an existing customer.”

Takes a customer out of Altoviz when the relationship is over.

When to use it
clearing test accounts that a form created by mistake.
Watch out
the Customer trigger reacts to deletions too, so a Zap watching customers will run once more.
15

Delete Customer Family

Action

In Zapier“Delete an existing customer family.”

Removes a customer group you no longer use.

When to use it
a sales channel closes and its segment should disappear from your reports.
Watch out
needs the family's Id, which Find Customer Family can look up by number or internal ID, so a Zap that only knows the family's number can still reach it.
16

Delete Product

Action

In Zapier“Delete an existing product.”

Pulls an item out of your Altoviz catalogue.

When to use it
a product discontinued in your shop should stop appearing on new quotes.
Watch out
Id is required; if you only want to hide it, Update Product with the Active box is gentler.
17

Delete Product Family

Action

In Zapier“Delete an existing product family.”

Deletes a product category in Altoviz.

When to use it
merging two service lines into one after a rebrand.
Watch out
the action needs the family Id, and there is no search for product families, so it must come from an earlier step.
18

Delete Receipt

Action

In Zapier“Delete an existing receipt.”

Removes a receipt recorded in Altoviz.

When to use it
an expense rejected by a manager should not stay in the books.
Watch out
Id is required; Find Receipt can fetch it, but only by internal ID. Keep it for clear rejections, not for corrections, which Update Receipt handles.
19

Delete Sales Credit

Action

In Zapier“Delete an existing sales credit.”

Deletes a credit note in Altoviz.

When to use it
a refund request withdrawn by the customer should not leave a credit lying around.
Watch out
Id is required, and the Sales Credit trigger fires on the deletion as well.
20

Delete Sales Invoice

Action

In Zapier“Delete an existing draft sales invoice.”

Throws away an invoice that is still a draft.

When to use it
a deal falls through after the draft invoice was prepared automatically.
Watch out
it targets draft invoices only, and asks for the Invoice Id. A finalized invoice is out of its reach.
21

Delete Sales Quote

Action

In Zapier“Delete an existing sales quote.”

Removes a quote from Altoviz.

When to use it
a lead marked lost in your CRM should not keep an open quote in invoicing.
Watch out
the Id is required, which usually means a Find Sales Quote step before it.
22

Delete Supplier

Action

In Zapier“Delete an existing supplier.”

Deletes a supplier record in Altoviz.

When to use it
a vendor removed from your approved list should go from invoicing too.
Watch out
needs the Id; Find Supplier gets it from an email or internal ID. Run it last in the Zap, after any step that still needs the supplier.
23

Download Purchase Invoice

Action

In Zapier“Download a purchase invoice.”

Fetches the file of a supplier invoice stored in Altoviz, so the next step can send or archive it.

When to use it
your external accountant wants every purchase invoice in a shared folder.
Watch out
the Invoice Id is required, and no Altoviz search finds purchase invoices.
24

Download Sales Credit

Action

In Zapier“Download a sales credit.”

Grabs the document of a credit note so it can travel to another tool.

When to use it
attaching the credit to the support ticket that caused it.
Watch out
Credit Id is required; the Sales Credit trigger or Find Sales Credit can supply it.
25

Download Sales Invoice

Action

In Zapier“Download a sales invoice.”

Pulls the invoice file out of Altoviz for the next step of the Zap.

When to use it
archiving every invoice in cloud storage, named the same way each time.
Watch out
the Invoice Id is required; on a Zap started by Sales Invoice, map it from the trigger.
26

Download Sales Quote

Action

In Zapier“Download a sales quote.”

Retrieves a quote as a file you can pass along.

When to use it
dropping the quote into the deal folder your sales team already uses.
Watch out
needs the Quote Id; with a Sales Quote trigger, it is already in the data.
27

Finalize Sales Credit

Action

In Zapier“Finalize an existing draft sales credit.”

Turns a draft credit note into a final one.

When to use it
once a refund is approved in your helpdesk, the credit locks in without anyone logging into Altoviz.
Watch out
Credit Id is required; on a Zap started by Sales Credit, writing back to credits can set that Zap off again.
28

Finalize Sales Invoice

Action

In Zapier“Finalize an existing sales invoice.”

Takes an existing sales invoice out of draft and makes it final.

When to use it
after the review step of an approval flow says yes.
Watch out
the Invoice Id is required; on a Zap started by Sales Invoice, writing back to invoices can set that Zap off again.
29

Pay Sales Invoice

Action

In Zapier“Mark a sales invoice as paid.”

Marks an invoice as paid in Altoviz on the date you give.

When to use it
a payment confirmed by your payment provider closes the invoice by itself.
Watch out
Invoice Id and Date are required; the Finalize sales invoice option handles drafts in the same step.
30

Refund Sales Credit

Action

In Zapier“Mark a sales credit as refunded.”

Records a credit note as refunded.

When to use it
the refund leaves your bank and the credit should say so the same day.
Watch out
Credit Id and Date are required; the Finalize credit if draft option deals with a credit still in draft.
31

Send Sales Credit

Action

In Zapier“Send a sales credit by e-mail.”

Emails a credit note from Altoviz to the people you list.

When to use it
customers get their credit as soon as it is final, with no manual send.
Watch out
Credit Id and Recipients are required; an empty email field upstream makes the step fail.
32

Send Sales Invoice

Action

In Zapier“Send a sales invoice by e-mail.”

Sends an invoice by email straight from Altoviz.

When to use it
a monthly retainer client receives the invoice the moment it is finalized.
Watch out
Recipients and Invoice Id are required; if your invoices start as drafts, Finalize Sales Invoice is the separate step that makes them final.
33

Send Sales Quote

Action

In Zapier“Send a sales quote by e-mail.”

Delivers a quote by email from Altoviz.

When to use it
a quote prepared from a web request goes out once a salesperson approves it.
Watch out
Quote Id and Recipients are required; map the client's email, not your own.
34

Update Colleague

Action

In Zapier“Update an existing colleague.”

Changes the details of a team member in Altoviz.

When to use it
a role change in your HR tool flows into invoicing.
Watch out
Id is required, and the Is partner box can flip someone's status if you map it carelessly.
35

Update Contact

Action

In Zapier“Update an existing contact.”

Edits an existing contact rather than adding a new one.

When to use it
a client updates their email in your portal and Altoviz follows.
Watch out
Id is required; and if the Zap starts on Contact, this update fires it again.
36

Update Customer

Action

In Zapier“Update an existing customer.”

Refreshes a customer record in Altoviz with new data.

When to use it
a new billing address entered in your CRM reaches invoicing before the next invoice.
Watch out
the billing options include VAT reverse charge; leave it unmapped unless you mean to change it.
37

Update Product

Action

In Zapier“Update an existing product.”

Edits an item already in your Altoviz catalogue.

When to use it
your shop raises a price and Altoviz quotes follow.
Watch out
Id is required; the Active box switches a product off without deleting it. Map only the fields you mean to change.
38

Update Receipt

Action

In Zapier“Update an existing receipt.”

Corrects a receipt already in Altoviz.

When to use it
a manager adjusts an expense amount after review.
Watch out
Id, Date and Amount are all required, even if only one of them changes. Map all three from the source each time.
39

Update Supplier

Action

In Zapier“Update an existing supplier.”

Changes a supplier's details in Altoviz.

When to use it
a vendor's details change and your procurement sheet is the source of truth.
Watch out
the Id is required; Find Supplier fetches it from the supplier's email. Map only what actually changed.
40

Upload Purchase Invoice

Action

In Zapier“Upload a purchase invoice.”

Sends a supplier invoice file into Altoviz.

When to use it
bills that arrive as email attachments end up in accounting without a download.
Watch out
Filename and File are both required; an email with no attachment makes the action fail.
Searches

Altoviz searches: find a record before acting on it

11 search steps look for data that already exists in Altoviz, so a later step can use it.

A search step looks up a record that already exists in Altoviz and hands it to the next steps. In the editor, searches sit at the bottom of the Action event list, under SEARCH. That is often how you get the ID most actions ask for. Five of them also come as find-or-create: same search, one box ticked.

1

Find Colleague

Search

In Zapier“Find a colleague by email, internalId or number.”

Looks up a team member by email, internal ID or number, and returns the record with its Altoviz ID.

When to use it
just before Update Colleague or Delete Colleague, when your HR tool only knows the person's email.
Watch out
no create option on this one; if nobody matches, the Zap stops unless you allow empty results.
2

Find Contact

SearchFind or create

In Zapier“Find a contact by email, optionally create a contact if none is found.”

Finds a contact by email. In the editor it also appears as Find or Create Contacts: the same search with the create box ticked.

When to use it
a form submission should land on the existing contact, or create it the first time.
Watch out
matching is on email, so a typo creates a twin when find-or-create is on.
3

Find Customer

SearchFind or create

In Zapier“Find a customer by email, optionally create a customer if none is found.”

Retrieves a customer from an email address. Its find-or-create twin, Find or Create Customers, adds the customer when the search comes back empty.

When to use it
before creating an invoice, so it is billed to the right account.
Watch out
two customers sharing one email trigger the multiple-results setting; pick that rule on purpose.
4

Find Customer Family

Search

In Zapier“Find a customer family by number or internalId.”

Locates a customer group by its number or internal ID.

When to use it
filing a new customer into the right segment without hard-coding the family in the Zap.
Watch out
there is no create option here; build the family first with Create Customer Family.
5

Find Product

SearchFind or create

In Zapier“Find a product by number, optionally create a product if none is found.”

Searches the catalogue by product number. Find or Create Products is the same search, set to add the product when nothing matches.

When to use it
building invoice lines from an order that only carries product codes.
Watch out
the search runs on the number, not on the name, so keep codes aligned between your tools.
6

Find Receipt

Search

In Zapier“Find a receipt by internalId.”

Brings back a receipt from its internal ID.

When to use it
your expense tool stores its own reference, and you need the Altoviz record to correct or delete it.
Watch out
internal ID only; there is no way to look a receipt up by amount or date.
7

Find Sales Credit

Search

In Zapier“Find a sales credit by email, optionally create a sales credit if none is found.”

Given an email, this search returns the matching credit note.

When to use it
a support agent needs the credit linked to a customer's email.
Watch out
matching on email is loose when one customer has several credits; set the multiple-results rule.
8

Find Sales Invoices

SearchFind or create

In Zapier“Find a sales invoice by internal Id, optionally create a sales invoice if none is found.”

Fetches an invoice by the Internal Id, the reference used in your own system. Find or Create Sales Invoice is the same search with creation switched on.

When to use it
your shop's order number is stored as internal ID and a payment arrives with it.
Watch out
Internal Id is required; if your other tool never wrote it into Altoviz, nothing matches.
9

Find Sales Quote

SearchFind or create

In Zapier“Find a sales quote by email, optionally create a sales quote if none is found.”

Finds a quote by email. Find or Create Sales Quotes is the same step, ready to create the quote when nothing comes back.

When to use it
a client replies yes to an email and you need their quote to send or convert.
Watch out
one client, several quotes: the default keeps only the first match.
10

Find Settings

Search

In Zapier“Find the application settings.”

Reads your Altoviz application settings so later steps can use them.

When to use it
a Zap that needs your account's own settings to fill a document, without hard-coding them.
Watch out
it has a required field called Dummy that exists only to satisfy Zapier; type any value and move on.
11

Find Supplier

Search

In Zapier“Find a supplier by email or internalId.”

Locates a supplier by email or internal ID.

When to use it
before Upload Purchase Invoice, so the bill is matched to the vendor who sent it.
Watch out
no create option; pair it with Create Supplier and allow empty results if new vendors are common.

The three settings every search exposes

  1. Successful if no search results are found?
    Left on its default, a search that finds nothing stops the Zap there. Switched on, the Zap carries on without the record.
  2. Create X if it doesn't exist yet?
    Ticking it turns the search into find-or-create: it asks for the fields needed to create the missing record, and the setting above disappears.
  3. If multiple search results are found?
    Three ways out: keep the first match (the default), stop the Zap, or pass all the matches on at once.
When it breaks

When an Altoviz Zap breaks

Zapier links no help article to Altoviz and no rate limit is documented for it. What breaks is the general mechanics, and invoicing makes it costly.

Four cases to know before you publish. If a Zap does start failing, the Zapier troubleshooting guide walks through the checks.

  • The Zap writes where it listens

    A Zap that writes into the very records its trigger watches, such as invoices on Sales Invoice, can set itself off again and again and burn tasks fast.

  • Nothing before the Zap was on

    A Zap only reacts to what happens after you publish it. Last month's quotes and invoices are not picked up; moving them is a separate job.

  • Deletions fire too

    Every Altoviz trigger reacts to deletions as well as creations and edits. Without a filter, a deleted customer can start a welcome flow.

  • Bulk imports get held back

    Import hundreds of products or customers at once and the trigger sends a huge batch; Zapier's flood protection can hold it back.
Need help

Need help automating Altoviz with Zapier?

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FAQ

Altoviz Zapier integration: questions people ask

01Is the Altoviz Zapier integration free?
Yes, as long as your Zap has two steps. Altoviz is not a premium app, so it runs on the free plan, which gives 100 tasks a month and unlimited Zaps. The catch is the shape of the Zap: the free plan only builds one trigger plus one action. As soon as you add a second action, a filter or a search, the Zap is multi-step and needs a paid plan. With Altoviz this comes up quickly, because many actions require an ID that only a search step can fetch.
02How many tasks does an Altoviz Zap use?
One task per action that succeeds, per run. The trigger never counts, and neither does Zapier listening to Altoviz. A Zap that creates a draft invoice uses one task each time a quote fires it; a Zap that creates, finalizes and sends uses three. An action that fails is not counted. Watch the edits: since each trigger also fires on updates, a document changed several times can run the Zap several times, and each run bills its actions.
03Does Altoviz trigger Zaps in real time?
Yes. All six Altoviz triggers are instant: Altoviz tells Zapier the moment a contact, customer, product, credit, invoice or quote is created, updated or deleted. That means the interval grid of the plans, from 15 minutes on Free down to 1 on Team and Enterprise, does not apply here. A free account gets the same speed as an Enterprise one. In the editor, a Zap built on one of these triggers shows a lightning bolt.
04What does it take to connect Altoviz to Zapier?
An Altoviz account, and access to the records you want the Zap to touch if you do not own them. The connection itself happens from the Apps page of Zapier: click + Add connection, pick Altoviz, sign in on the tab that opens and grant access. Then every Zap reuses that connection. Each trigger also asks for two required settings, Name and Types, when you set it up. Pick a clear Name, since it labels the trigger inside Altoviz.
05Why do Altoviz actions ask for an ID?
Because most Altoviz actions act on an existing record and identify it by its Altoviz ID: Id, Invoice Id, Credit Id or Quote Id depending on the action. If the trigger already carries that record, map the ID from it. If not, add a search such as Find Customer or Find Sales Quote just before the action to fetch it. That search makes the Zap multi-step, so it needs a paid plan.
06What if the Altoviz operation you want is not listed?
Then it is not in the integration today, and the editor will not show it. The visible set is 6 triggers, 40 actions and 11 searches; purchase invoices, receipts, suppliers and colleagues have actions and some searches, but no trigger. The usual workaround is to start the Zap from another tool that sees the event first, then use Altoviz actions. If none of that fits, Make or n8n may expose a different set of Altoviz operations, worth checking on their own pages.
07Zapier, Make or n8n for Altoviz?
It depends on your criteria, not on a winner. Compare three things before choosing. First, which Altoviz operations each tool exposes: on Zapier you get 57, with triggers on contacts, customers, products, credits, invoices and quotes. Second, how each one counts a run: on Zapier only successful actions cost a task, and many Altoviz flows need a search, which means a paid plan. Third, how fast the start is: here all six triggers are instant. Check the same three points on the Make and n8n pages for Altoviz.
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