Manage Altoviz customers, suppliers, products, receipts, sales invoices, credit notes and quotes, and read bank transactions and statistics.
Explore 107 workflow actions for Altoviz, including account permissions and operation limits.
66 read actions41 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Aged balance of money owed by customers, bucketed by how far each échéance is from today
Read
Answers "who owes me money, and how late is it?" as totals per age bucket.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Aged balance of money owed to suppliers, bucketed by how far each échéance is from today
Read
The payables mirror of M:Altoviz.Api.Controllers.StatisticsController.UnpaidInvoices(Altoviz.Api.Services.InvoicingClientService); subtract one from the other for a net position.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
All-time total turnover
Read
All-time total turnover.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Check a draft credit against the e-invoicing conformance rules
Read
Submits the generated e-invoice (Factur-X / CII) to the e-invoicing platform's validator and returns the findings.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Check a draft invoice against the e-invoicing conformance rules
Read
Submits the generated e-invoice (Factur-X / CII) to the e-invoicing platform's validator and returns the findings.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Create a new colleague
Write
Create a new colleague.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new Contact
Write
Create a new Contact.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new customer
Write
Create a new customer.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new customer family
Write
Create a new customer family.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new draft credit
Write
Create a new draft credit.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new draft invoice
Write
Create a new draft invoice.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new product
Write
Create a new product.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new product family
Write
Create a new product family.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new quote
Write
Create a new quote.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new receipt
Write
Create a new receipt.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new supplier
Write
Create a new supplier.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Customers with overdue due dates, ranked by outstanding amount
Read
Answers "who should I chase first?".
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Delete a colleague
Write
Delete a colleague.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a Contact
Write
Delete a Contact.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a customer
Write
Delete a customer.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a customer family
Write
Delete a customer family.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a draft credit
Write
Delete a draft credit.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a draft invoice
Write
Delete a draft invoice.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a product
Write
Delete a product.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a product family
Write
Delete a product family.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a product image
Write
Delete a product image.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a quote
Write
Delete a quote.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a receipt
Write
Delete a receipt.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a supplier
Write
Delete a supplier.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
E-invoicing readiness: suppliers and customers configured, and those with issues
Read
E-invoicing readiness: suppliers and customers configured, and those with issues.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Finalize a draft credit
Write
Finalize a draft credit.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Finalize a draft invoice
Write
Finalize a draft invoice.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Find a colleague
Read
Find a colleague.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find a Contact
Read
Find a Contact.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find a customer
Read
Find a customer.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find a customer family
Read
Find a customer family.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find a product
Read
Find a product.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find a receipt by internal ID
Read
Find a receipt by internal ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find a single colleague by its internal ID
Read
Find a single colleague by its internal ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find a single credit by its internal ID
Read
Find a single credit by its internal ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find a single customer by its internal ID
Read
Find a single customer by its internal ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find a single invoice by its internal ID
Read
Find a single invoice by its internal ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find a single product by its internal ID
Read
Find a single product by its internal ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find a single quote by its internal ID
Read
Find a single quote by its internal ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find a single receipt by its internal ID
Read
Find a single receipt by its internal ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find a single supplier by its internal ID
Read
Find a single supplier by its internal ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find a supplier
Read
Find a customer by email.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find credits
Read
Find credits.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find invoices
Read
Find invoices.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Find quotes
Read
Find quotes.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get a bank account by ID
Read
Get a bank account by ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get a bank transaction by ID
Read
Get a bank transaction by ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get a colleague by ID
Read
Get a colleague by ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get a Contact by ID
Read
Get a Contact by ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get a credit by ID
Read
Get an credit by ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get a customer by ID
Read
Get a customer by ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get a customer family by ID
Read
Get a customer family by ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get a invoice by ID
Read
Get an invoice by ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get a product by ID
Read
Get a product by ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get a product family by ID
Read
Get a product family by ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get a product image
Read
Get a product image.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get a quote by ID
Read
Get an quote by ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get a receipt by ID
Read
Get a receipt by ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get a supplier by ID
Read
Get a supplier by ID.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get current user
Read
User.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get current user (who am I)
Read
User.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get customer contacts
Read
Get customer contacts.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get settings
Read
Get settings.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Get supplier contacts
Read
Get supplier contacts.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
How long payments actually take over a period: average and median days from the document date
and from the due date, plus the share paid late
Read
Answers "do my customers pay me on time, and how late are they?".
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List a bank account's transactions
Read
List a bank account's transactions.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List all classifications
Read
List all classifications.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List all units
Read
List all units.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List all vats
Read
List all vats.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List bank accounts
Read
List bank accounts.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List colleagues
Read
List colleagues.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List Contacts
Read
List Contacts.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List credits
Read
List credits.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List customer families
Read
List customer families.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List customers
Read
List customers.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List invoices
Read
List invoices.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List of supported bank account providers
Read
List of supported bank account providers.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List product families
Read
List product families.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List products
Read
List products.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List receipts
Read
List receipts.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List suppliers
Read
List suppliers.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List the SAP activities
Read
List the SAP activities.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
List the TSA groups (regroupements)
Read
List the TSA groups (regroupements).
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Make a bank account the main one
Write
Exactly one account is the company's main account, so this moves the designation rather than adding it: whichever account held it loses it in the same operation.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark credit as refunded
Write
Mark credit as refunded.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Mark invoice as paid
Write
Mark invoice as paid.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Put a set-aside transaction back
Write
Put a set-aside transaction back.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a credit
Write
Send an credit.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a invoice
Write
Send an invoice.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a quote
Write
Send an quote.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set a transaction aside
Write
An excluded transaction is no longer offered for reconciliation and stops counting towards its account's pending total.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Settled, outstanding and projected cash flow bucketed over a period
Read
Settled, outstanding and projected cash flow bucketed over a period.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Turnover over a period, bucketed, optionally compared against the same period in previous years
Read
Turnover over a period, bucketed, optionally compared against the same period in previous years.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Turnover over a period, compared with the same period one year earlier and with the period
of equal length immediately before it
Read
Turnover over a period, compared with the same period one year earlier and with the period of equal length immediately before it.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
Update a colleague
Write
Update a colleague.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a Contact
Write
Update a Contact.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a customer
Write
Update a customer.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a draft credit
Write
Update a draft credit.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a draft invoice
Write
Update a draft invoice.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a product
Write
Update a product.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a receipt
Write
Update a receipt.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a supplier
Write
Update a supplier.
Permissions and limits
Account permissions
An Altoviz API key (Settings, Developers)
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Altoviz. A saved workflow is not a completed provider action.
Billing & Payments · CONNECTION
