Connect Altoviz and Salesmate

Both apps 36Altoviz 24Salesmate 12

• 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.

• Action
  Create Contact

  Creates a new contact.

• 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 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
  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.

• Trigger
  New De-Activated User

  Triggers when a user in Salesmate is de-activated.

• Trigger
  New User

  Triggers when a new user is added to your Salesmate account.

• Action
  Add Note

  Adds a note to a contact in Salesmate. Returns the id of the note that was created.

• Action
  Create Contact

  Creates a new contact in Salesmate. Returns the id of the contact that was created.

• Action
  Random User

  Picks one active Salesmate user at random, for round-robin style assignment. Returns that user's id, name and email.

• Action
  Search for Total Rows in Activity

  Returns how many Salesmate activities match the criteria you supply, without returning the activities themselves.

• Action
  Search for Total Rows in Company

  Returns how many Salesmate companies match the criteria you supply, without returning the companies themselves.

• Action
  Search for Total Rows in Contacts

  Returns how many Salesmate contacts match the criteria you supply, without returning the contacts themselves.

• Action
  Search for Total Rows in Deal

  Returns how many Salesmate deals match the criteria you supply, without returning the deals themselves.

• Action
  Search User

  Returns the Salesmate users whose name or email matches the text you supply. Leave both blank to return every user of the chosen status.

• Action
  Update Contact

  Updates an existing contact in Salesmate. Only the fields you supply are changed.

• Action
  Update Note

  Updates an existing note on a contact in Salesmate.

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