Finance & Accounting
Connect Altoviz to Sortment
Connect Altoviz to Sortment so its AI agents can use billing and payment data to trigger renewal, payment and upgrade campaigns. You approve every change.
- Actions
- 67
- Triggers
- —
- Authentication
- API Key
- Category
- Finance & Accounting
What Sortment's agents can do in Altoviz
67 actions. The ones lifecycle programs use most are shown first.
- Create Contact
- Create Customer
- Create Customer Family
- Create Product
- Create Product Family
- Create Sale Invoice
- Find Contact by Email
- Find Customer by Email
- Find Product by Number
- Find Product by Number or Internal ID
- Find Sale Invoices
- Update Customer Information
- Create Receipt
- Create Sale Credit
- Find Receipt by Internal ID
- Find Sale Credits
- Find Sale Quotes
- Update Colleague Information
- Update Receipt
- Update Sale Credit
- Update Supplier Information
- Download Purchase Invoice
- Download Sale Invoice PDF
- Get Classifications List
- Get Contact by ID
- Get Current User
- Get Customer by ID
- Get Customer by Internal ID
- Get Customer Contacts
- Get Customer Family
- Get Product by ID
- Get Product Family by ID
- Get Sale Invoice by ID
- Get Supplier Contacts
- Get Units List
- List Colleagues
Show all 67 actionsShow fewer actions
- List Contacts
- List Customer Families
- List Customers
- List Product Families
- List Receipts
- List Sale Credits
- List Sale Invoices
- List Sale Quotes
- List Suppliers
- List Webhooks
- Upload Purchase Invoice
- Download Sale Credit PDF
- Get Colleague by ID
- Get Receipt by ID
- Get Sale Credit by ID
- Get Settings
- Get Supplier by ID
- Get VAT Rates
- Register Webhook
- Test API Key
- Unregister Webhook
- Delete Customer
- Delete Customer Family
- Delete Product
- Delete Product Family
- Delete Sale Invoice
- Delete Colleague
- Delete Receipt
- Delete Draft Sale Credit
- Delete Sale Quote
- Delete Supplier
How it works
- 1
Connect
Connect it in Settings › Connectors. Most tools take one click to authorise.
- 2
Put agents to work
Strategy, Content and Analyst AI can read from it and act in it as part of your lifecycle programs.
- 3
Approve and measure
You review every change before it goes live, and Sortment measures the lift.
See Sortment work with Altoviz.
Book a 30-minute call. We'll walk you through Sortment with your goals, your data and your stack in mind.
No migration · Works alongside your existing stack