Connect Altoviz and Overloop.ai

Both apps 56Altoviz 37Overloop.ai 19

• Trigger
  Contact

  Triggers when a contact is created, updated or deleted.

• Trigger
  Customer

  Triggers when a customer is created, updated or deleted.

• Trigger
  Product

  Triggers when a product is created, updated or deleted.

• Trigger
  Sales Invoice

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

• Trigger
  Sales Quote

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

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Customer Family

  Creates a new customer family.

• Action
  Create Draft Sales Invoice

  Creates a new draft sales invoice.

• Action
  Create Product Family

  Creates a new product family.

• Action
  Create Receipt

  Creates a new receipt.

• Action
  Create Sales Credit

  Creates a new sales credit.

• Action
  Create Sales Quote

  Creates a new sales quote.

• Action
  Create Supplier

  Creates a new supplier.

• Action
  Delete Contact

  Delete an existing contact.

• Action
  Delete Customer

  Delete an existing customer.

• Action
  Delete Customer Family

  Delete an existing customer family.

• Action
  Delete Product

  Delete an existing product.

• Action
  Delete Product Family

  Delete an existing product family.

• Action
  Delete Receipt

  Delete an existing receipt.

• Action
  Delete Sales Credit

  Delete an existing sales credit.

• Action
  Delete Sales Invoice

  Delete an existing draft sales invoice.

• Action
  Delete Sales Quote

  Delete an existing sales quote.

• Action
  Delete Supplier

  Delete an existing supplier.

• Action
  Download Purchase Invoice

  Download a purchase invoice.

• Action
  Download Sales Invoice

  Download a sales invoice.

• Action
  Download Sales Quote

  Download a sales quote.

• Action
  Find Contact

  Find a contact by email, optionally create a contact if none is found.

• Action
  Find Product

  Find a product by number, optionally create a product if none is found.

• Action
  Get Customer Family

  Returns a customer family by its id: label, number and internal id.

• Action
  Get Product Family

  Returns a product family by its id: label and number.

• Action
  Get Settings

  Returns the Altoviz account's application settings (company, accounting, sales, VAT, e-invoicing, emailing, general and social settings).

• Action
  Update Customer

  Update an existing customer.

• Action
  Update Product

  Update an existing product.

• Action
  Update Receipt

  Update an existing receipt.

• Action
  Update Supplier

  Update an existing supplier.

• Action
  Upload Purchase Invoice

  Upload a purchase invoice.

• Trigger
  List Created

  Triggers when a new list is created in Overloop.ai.

• Trigger
  New Exclusion List Item

  Triggers when a new email address or domain is added to your Overloop exclusion list.

• Action
  Add list

  Creates a new prospect or organization list in Overloop.

• Action
  Add Prospect to Campaign

  Adds a prospect to an Overloop campaign by enrolling them in it, optionally at a specific step or start time. Returns the new enrollment.

• Action
  Create Organization

  Creates a new organization in Overloop.ai with its name, contact details, address, lists and any custom fields.

• Action
  Create Prospect

  Creates a new prospect in Overloop.ai with contact details, lists, owner, organization and any custom fields, and returns the created prospect.

• Action
  Delete list

  Permanently deletes a list in Overloop. Prospects that were in the list are kept.

• Action
  Delete organization

  Permanently deletes an organization in Overloop.ai. This cannot be undone.

• Action
  Delete prospect

  Permanently deletes a prospect from Overloop.ai, along with all of its history (messages, replies). This cannot be undone.

• Action
  Enroll Prospect

  Enrolls a prospect into an Overloop campaign or prospect-based workflow, optionally at a specific step or start time.

• Action
  Exclude Prospect

  Excludes a prospect from all future outreach by adding their email address (or their whole domain) to the Overloop exclusion list.

• Action
  Get organization

  Returns a single Overloop organization by its ID, including its standard details, lists and any custom field values.

• Action
  Get prospect

  Returns a prospect by ID, including its contact details, engagement status, lists and custom field values. An error occurs if the prospect is not found.

• Action
  List automations

  Returns the automations (outbound campaigns and productivity workflows) in your Overloop account, optionally filtered by type, record type or status.

• Action
  List users

  Returns the users on your Overloop.ai account, with their name, email, role and status, optionally filtered to active or disabled users.

• Action
  Search List

  Returns the Overloop lists whose name contains the text you give, optionally limited to prospect or organization lists.

• Action
  Search Organization

  Returns the organizations in Overloop.ai that match the name, website, email or other details you specify.

• Action
  Search Prospect

  Returns the prospects that match the email, name, job title, location or engagement status you specify.

• Action
  Update list

  Renames an existing Overloop list and returns the updated list.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.