Altoviz for your voice agent

Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
With an API key. You create a key in Altoviz and paste it on a secure page in Connected apps.
What it reads
41 actions, such as download Purchase Invoice, download Sale Credit PDF and download Sale Invoice PDF.
What it changes
26 actions, such as create Contact, create Customer and create Customer Family.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 67. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Altoviz actions

Reads 41

  • Download Purchase Invoice
  • Download Sale Credit PDF
  • Download Sale Invoice PDF
  • Find Contact by Email
  • Find Customer by Email
  • Find Product by Number
  • Find Product by Number or Internal ID
  • Find Receipt by Internal ID
  • Find Sale Credits
  • Find Sale Invoices
  • Find Sale Quotes
  • Get Classifications List
  • Get Colleague by ID
  • 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 Receipt by ID
  • Get Sale Credit by ID
  • Get Sale Invoice by ID
17 more
  • Get Settings
  • Get Supplier by ID
  • Get Supplier Contacts
  • Get Units List
  • Get VAT Rates
  • List Colleagues
  • 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
  • Test API Key

Changes 16

  • Create Contact
  • Create Customer
  • Create Customer Family
  • Create Product
  • Create Product Family
  • Create Receipt
  • Create Sale Credit
  • Create Sale Invoice
  • Register Webhook
  • Unregister Webhook
  • Update Colleague Information
  • Update Customer Information
  • Update Receipt
  • Update Sale Credit
  • Update Supplier Information
  • Upload Purchase Invoice

Deletes 10

  • Delete Colleague
  • Delete Customer
  • Delete Customer Family
  • Delete Product
  • Delete Product Family
  • Delete Receipt
  • Delete Draft Sale Credit
  • Delete Sale Invoice
  • Delete Sale Quote
  • Delete Supplier

Altoviz setup

  1. Pasting a Altoviz API key

    Create an API key in Altoviz, choose Altoviz in Connected apps and paste the key on the secure page.

  2. Choosing the actions

    Choose which of the 67 actions the agent may use. Start with lookups and add the ones that change Altoviz when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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