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.
Altoviz to Retently
Contact
Triggers when a contact is created, updated or deleted.Product
Triggers when a product is created, updated or deleted.Sales Invoice
Triggers when a sales invoice is created, updated or deleted.Customer
Triggers when a customer is created, updated or deleted.Sales Credit
Triggers when a sales credit is created, updated or deleted.Sales Quote
Triggers when a sales quote is created, updated or deleted.
Retently to Altoviz
Create Contact
Creates a new contact.Create Product
Creates a new product.Create Sales Quote
Creates a new sales quote.Delete Customer
Deletes an existing customer.Delete Sales Quote
Deletes an existing sales quote.Download Sales Credit
Downloads a sales credit.Download Sales Quote
Downloads a sales quote.Pay Sales Invoice
Marks a sales invoice as paid.Send Sales Quote
Sends a sales quote by e-mail.Update Customer
Updates an existing customer.Upload Purchase Invoice
Uploads a purchase invoice.Find Customer
Finds a customer by email, optionally creates a customer if none is found.Find Sales Credit
Finds a sales credit by email, optionally creates a sales credit if none is found.Find Sales Quote
Finds a sales quote by email, optionally creates a sales quote if none is found.Find or Create Contacts
Finds a contact by email, optionally creates a contact if none is found.Find or Create Products
Finds a product, optionally creates a product if none is found.Find or Create Sales Quotes
Finds a sales quote, optionally creates a sales quote if none is found.Create Customer
Creates a new customer.Create Draft Sales Invoice
Creates a new draft sales invoice.Delete Contact
Deletes an existing contact.Delete Product
Deletes an existing product.Download Purchase Invoice
Downloads a purchase invoice.Download Sales Invoice
Downloads a sales invoice.Finalize Sales Invoice
Finalizes an existing sales invoice.Send Sales Invoice
Sends a sales invoice by e-mail.Update Contact
Updates an existing contact.Update Product
Updates an existing product.Find Contact
Finds a contact by email, optionally creates a contact if none is found.Find Product
Finds a product by number, optionally creates a product if none is found.Find Sales Invoices
Finds a sales invoice by internal Id, optionally creates a sales invoice if none is found.Find Settings
Finds the application settings.Find or Create Customers
Finds a customer by email, optionally creates a customer if none is found.Find or Create Sales Invoice
Finds a sales invoice, optionally creates a sales invoice if none is found.Related blog posts
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