Integrate Altoviz with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as sales invoice creation or updates, sync customer contact details and interaction history with Retently, and use feedback scores to enhance customer relationship management and sales strategies.

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About Altoviz

Altoviz provides tools for contact, product, sales invoice management, and customer interactions. It allows users to create, update, and delete contacts, products, and invoices, as well as manage sales quotes and credits.

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Altoviz to Retently

1

Contact

Triggers when a contact is created, updated or deleted.
2

Product

Triggers when a product is created, updated or deleted.
3

Sales Invoice

Triggers when a sales invoice is created, updated or deleted.
4

Customer

Triggers when a customer is created, updated or deleted.
5

Sales Credit

Triggers when a sales credit is created, updated or deleted.
6

Sales Quote

Triggers when a sales quote is created, updated or deleted.
RetentlyAltoviz logo

Retently to Altoviz

1

Create Contact

Creates a new contact.
2

Create Product

Creates a new product.
3

Create Sales Quote

Creates a new sales quote.
4

Delete Customer

Deletes an existing customer.
5

Delete Sales Quote

Deletes an existing sales quote.
6

Download Sales Credit

Downloads a sales credit.
7

Download Sales Quote

Downloads a sales quote.
8

Pay Sales Invoice

Marks a sales invoice as paid.
9

Send Sales Quote

Sends a sales quote by e-mail.
10

Update Customer

Updates an existing customer.
11

Upload Purchase Invoice

Uploads a purchase invoice.
12

Find Customer

Finds a customer by email, optionally creates a customer if none is found.
13

Find Sales Credit

Finds a sales credit by email, optionally creates a sales credit if none is found.
14

Find Sales Quote

Finds a sales quote by email, optionally creates a sales quote if none is found.
15

Find or Create Contacts

Finds a contact by email, optionally creates a contact if none is found.
16

Find or Create Products

Finds a product, optionally creates a product if none is found.
17

Find or Create Sales Quotes

Finds a sales quote, optionally creates a sales quote if none is found.
18

Create Customer

Creates a new customer.
19

Create Draft Sales Invoice

Creates a new draft sales invoice.
20

Delete Contact

Deletes an existing contact.
21

Delete Product

Deletes an existing product.
22

Download Purchase Invoice

Downloads a purchase invoice.
23

Download Sales Invoice

Downloads a sales invoice.
24

Finalize Sales Invoice

Finalizes an existing sales invoice.
25

Send Sales Invoice

Sends a sales invoice by e-mail.
26

Update Contact

Updates an existing contact.
27

Update Product

Updates an existing product.
28

Find Contact

Finds a contact by email, optionally creates a contact if none is found.
29

Find Product

Finds a product by number, optionally creates a product if none is found.
30

Find Sales Invoices

Finds a sales invoice by internal Id, optionally creates a sales invoice if none is found.
31

Find Settings

Finds the application settings.
32

Find or Create Customers

Finds a customer by email, optionally creates a customer if none is found.
33

Find or Create Sales Invoice

Finds a sales invoice, optionally creates a sales invoice if none is found.

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