Add Altoviz to your AI agent
Altoviz is a cloud-based billing and invoicing platform for businesses, offering online payments, expense tracking, document management, and customizable invoices.
- Things your agent can do in Altoviz
- 67
Things your AI can do in Altoviz
Your FormWise AI can handle any of these in Altoviz — on its own, without you needing to click a button.
Create Contact
PopularCreates a new contact in the Altoviz system. Use when you need to add a new contact with details like name, email, phone, and company information.
Create Customer
PopularCreates a new customer in Altoviz. Use type='Company' for business customers (requires companyName) or type='Individual' for personal customers (typically uses firstName/lastName).
Create Customer Family
PopularCreates a new customer family in Altoviz for categorizing and organizing customers into groups. Use when you need to create customer segments or categories for better organization.
Create Product
PopularCreates a new product in the Altoviz system. This tool allows for the independent creation of a product with all necessary details.
Create Product Family
PopularTool to create a new product family in Altoviz. Use when you need to organize products into categories or families for better inventory management.
Create Receipt
PopularCreates a new receipt in the Altoviz system to record customer payments. Use when you need to document received payments and optionally link them to invoices or other documents.
Create Sale Credit
PopularCreates a new draft credit note (avoir) in Altoviz. Credit notes are used to cancel or refund invoices. The credit note is created in draft status and can be modified before being finalized.
Create Sale Invoice
PopularCreates a new draft sale invoice in Altoviz. The invoice is created in draft status and can be modified before being finalized. Use when you need to generate an invoice for a customer with line items.
Delete Colleague
PopularTool to delete a colleague from Altoviz. Use when you need to permanently remove a colleague from the system.
Delete Customer
PopularTool to delete a customer from Altoviz. Use when you need to permanently remove a customer record from the system. Use ALTOVIZ_FIND_CUSTOMER first to look up customer IDs by email address if needed.
Delete Customer Family
PopularTool to delete a customer family from Altoviz. Use when you need to permanently remove a customer family from the system.
Delete Product
PopularThis tool allows you to delete an existing product from Altoviz. The action permanently removes the product from the system.
Show 55 more things it can do
Delete Product Family
PopularTool to delete a product family from Altoviz. Use when you need to permanently remove a product family from the system.
Delete Receipt
PopularTool to delete a receipt from Altoviz. Use when you need to permanently remove a receipt from the system.
Delete Draft Sale Credit
PopularTool to delete a draft credit from Altoviz. Use when you need to permanently remove a draft credit. Only draft credits can be deleted; finalized credits cannot be removed.
Delete Sale Invoice
PopularTool to delete a draft sale invoice from Altoviz. Use when you need to permanently remove a draft invoice from the system. Only draft invoices can be deleted; finalized invoices cannot be deleted.
Delete Sale Quote
PopularTool to delete a sale quote from Altoviz. Use when you need to permanently remove a quote from the system.
Delete Supplier
PopularTool to delete a supplier from Altoviz. Use when you need to permanently remove a supplier record from the system.
Download Purchase Invoice
PopularTool to download a purchase invoice as a PDF file from Altoviz. Use when you need to retrieve the PDF document of a specific purchase invoice.
Download Sale Credit PDF
PopularTool to download a sale credit as a PDF file from Altoviz. Use when you need to retrieve the PDF version of a specific sale credit document.
Download Sale Invoice PDF
PopularTool to download a sale invoice as a PDF file from Altoviz. Use when you need to retrieve the PDF document of a specific sale invoice.
Find Contact by Email
PopularThis tool allows searching for contacts in Altoviz using an email address. The action is independently executable and returns contact details if found.
Find Customer by Email
PopularThis tool allows you to find a customer in Altoviz by their email address. This is a standalone action that doesn't require any resource IDs or dependencies on other tools.
Find Product by Number
PopularSearch for a product in Altoviz by its product number/SKU. Returns the first matching product with complete details including name, description, pricing, VAT, unit of measurement, and more. Returns null if no product matches. Use cases: - Look up a specific product by its SKU before creating an invoice - Verify a product exists before referencing it in orders - Retrieve product pricing and tax information
Find Product by Number or Internal ID
PopularTool to find a product in Altoviz by exact product number or internal ID. Use when you need to look up a product by either its product number/SKU or your internal system ID. At least one of the parameters must be provided.
Find Receipt by Internal ID
PopularTool to find receipts in Altoviz by customer internal ID. Returns a list of receipts associated with the specified internal ID. If no internal ID is provided, may return all receipts. Use when you need to search for receipts by customer identifier.
Find Sale Credits
PopularTool to find sale credits in Altoviz. Use when you need to search for or retrieve credit notes. Can filter by internal ID or return all credits if no filter is provided.
Find Sale Invoices
PopularTool to find sale invoices in Altoviz. Use when you need to search for or retrieve invoices. Can filter by internal ID or return all invoices if no filter is provided.
Find Sale Quotes
PopularTool to find sale quotes in Altoviz. Use when you need to search for or retrieve quotations. Can filter by internal ID or return all quotes if no filter is provided.
Get Colleague by ID
PopularTool to retrieve a colleague's details from Altoviz by their ID. Use this when you need to fetch information about a specific colleague including their contact information, partner status, and metadata.
Get Contact by ID
PopularTool to retrieve a contact by its unique ID from Altoviz. Use when you need to fetch detailed information about a specific contact.
Get Current User
PopularTool to retrieve the current authenticated user's information from Altoviz. Use when you need to get details about the currently authenticated user.
Get Customer by ID
PopularTool to retrieve a customer by their ID from Altoviz. Use when you need detailed information about a specific customer.
Get Customer by Internal ID
PopularTool to retrieve a single customer from Altoviz by their internal ID. Use when you need to fetch detailed information about a specific customer using their internal identifier.
Get Customer Contacts
PopularTool to retrieve all contacts associated with a specific customer in Altoviz. Use when you need to get contact information for a customer using their customer ID.
Get Customer Family
PopularTool to retrieve a customer family by ID from Altoviz. Use when you need to fetch details of a specific customer family.
Get Product by ID
PopularTool to retrieve a product by its unique ID in Altoviz. Use when you need complete details about a specific product including pricing, VAT, units, and inventory information.
Get Product Family by ID
PopularTool to retrieve a specific product family by its ID from Altoviz. Use when you need to fetch details about a product category or family grouping.
Get Receipt by ID
PopularTool to retrieve a receipt by its ID from Altoviz. Use when you need to fetch details of a specific receipt including amount, payment method, status, and customer information.
Get Sale Credit by ID
PopularTool to retrieve a sale credit by its ID from Altoviz. Use when you need to get detailed information about a specific credit.
Get Sale Invoice by ID
PopularTool to retrieve a sale invoice by its ID from Altoviz. Use when you need to get detailed information about a specific invoice.
Get Settings
PopularTool to retrieve application settings from Altoviz. Use when you need to access configuration for accounting, company information, emailing, sales, social media, or VAT settings.
Get Supplier by ID
PopularTool to retrieve a supplier by their ID from Altoviz. Use when you need detailed information about a specific supplier.
Get Supplier Contacts
PopularTool to retrieve all contacts associated with a specific supplier in Altoviz. Use when you need to get contact information for a supplier using their supplier ID.
Get Units List
PopularThis tool retrieves a list of all available units in the Altoviz system. Units are used for product measurements and quantity specifications in various transactions.
Get VAT Rates
PopularThis tool retrieves a list of all available VAT rates from Altoviz. It's essential for creating and managing invoices and quotes where VAT calculations are required. It supports retrieving VAT rates, validating them for different regions, and ensuring correct tax calculations in financial documents.
List Colleagues
PopularRetrieves a list of colleagues from Altoviz. Supports pagination, sorting, and full-text search. Use this to discover available colleagues, search for specific team members, or list all colleagues in the system.
List Contacts
PopularTool to retrieve a list of contacts from Altoviz with optional filtering and pagination. Use when you need to browse or search through available contacts.
List Customer Families
PopularTool to list customer families from Altoviz. Use when you need to retrieve or search through customer family groups. Supports pagination and full-text search to filter results.
List Customers
PopularTool to retrieve a paginated list of customers from Altoviz. Use when you need to browse all customers, search for customers by name/email/company, or fetch multiple customers at once. Supports pagination, sorting, and full-text search across customer fields.
List Product Families
PopularTool to retrieve a list of product families from Altoviz. Use when you need to browse available product families, search for specific families, or get family information for product categorization.
List Receipts
PopularTool to retrieve a list of receipts from Altoviz. Use this when you need to view, search, or filter receipts by pagination, ordering, or full-text search.
List Sale Credits
PopularTool to retrieve a list of sale credits from Altoviz. Use when you need to view credit notes issued to customers, filter by date range, or find credits for a specific customer. Supports pagination and sorting for efficient data retrieval.
List Sale Invoices
PopularTool to retrieve a list of sale invoices from Altoviz. Use when you need to view invoices issued to customers, filter by date range, status, or find invoices for a specific customer. Supports pagination, sorting, and status filtering for efficient data retrieval.
List Sale Quotes
PopularTool to retrieve a list of sale quotes from Altoviz. Use when you need to view quotes issued to customers, filter by date range, or find quotes for a specific customer. Supports pagination and sorting for efficient data retrieval.
List Suppliers
PopularTool to retrieve a paginated list of suppliers from Altoviz. Use when you need to browse all suppliers, search for suppliers by name/email/company, or fetch multiple suppliers at once. Supports pagination, sorting, and full-text search across supplier fields.
Register Webhook
PopularTool to register a new webhook in Altoviz. Use when you need to receive real-time notifications for events like customer creation, invoice updates, or product changes.
Test API Key
PopularTool to test API key validity and retrieve basic account information. Use this action to verify that the API key is working correctly and to get basic information about the authenticated account.
Update Colleague Information
PopularUpdates an existing colleague's information in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Use this action to modify colleague details such as contact information, partner status, and associated metadata.
Update Customer Information
PopularUpdates an existing customer's information in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Important: For Individual customers, you must provide either last_name or company_name. Setting company_name will change the customer type to Company. Use ALTOVIZ_FIND_CUSTOMER first to look up customer IDs by email address.
Update Receipt
PopularUpdates an existing receipt in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Use this to modify receipt details such as amount, date, payment method, status, or notes.
Update Sale Credit
PopularTool to update a draft credit note in Altoviz. Use when you need to modify an existing draft credit. Only draft credits can be updated; finalized credits cannot be modified.
Update Supplier Information
PopularUpdates an existing supplier's information in Altoviz. Only fields that are provided will be updated; omitted fields retain their current values. Use this when you need to modify supplier details such as contact information, address, payment terms, or internal notes.
Upload Purchase Invoice
PopularTool to upload and create a new purchase invoice from a file (PDF or image format). Use when you need to create a purchase invoice by uploading a document.
Get Classifications List
This tool retrieves a list of classifications from the Altoviz platform. Classifications are essential for producing accounting registers from user-created invoices. It can fetch all classifications or filter them by type.
List Webhooks
Tool to retrieve all configured webhooks from Altoviz. Use when you need to view all webhook configurations, including their URLs, event types, and authentication details.
Unregister Webhook
Tool to unregister a webhook from Altoviz. Use when you need to remove a webhook configuration. Either webhook ID or URL must be provided to identify which webhook to unregister.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Altoviz is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Altoviz, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Altoviz for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Altoviz work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Altoviz to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Altoviz in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Altoviz.
- 3
Hit "Connect"
Click "Connect Altoviz" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Altoviz
Build a quick AI Agent (it's like writing instructions, not code), and pick the Altoviz actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Altoviz for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Altoviz workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Altoviz users had before signing up
Do I need to know how to code?
Not even a little. If you can use Altoviz today, you can set this up. You'll connect Altoviz, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Altoviz login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Altoviz or delete everything any time.
What happens when Altoviz updates their app?
We handle it. When Altoviz adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Altoviz takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Altoviz — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Altoviz on FormWise
Altoviz is a cloud-based billing and invoicing platform for businesses, offering online payments, expense tracking, document management, and customizable invoices.
Connect Altoviz once and your FormWise AI gets 67 things it can do inside it. That means your AI can handle the Altoviz work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Altoviz? Take a look at altoviz.com/en.
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Stop doing the Altoviz work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.
