Altoviz

Creates a new contact in the Altoviz system. Use when you need to add a new contact with details like name, email, phone, and company information.

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Creates a new customer in Altoviz. Use type='Company' for business customers (requires companyName) or type='Individual' for personal customers (typically uses firstName/lastName).

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Creates a new customer family in Altoviz for categorizing and organizing customers into groups. Use when you need to create customer segments or categories for better organization.

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Creates a new product in the Altoviz system. This tool allows for the independent creation of a product with all necessary details.

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Tool to create a new product family in Altoviz. Use when you need to organize products into categories or families for better inventory management.

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Creates a new receipt in the Altoviz system to record customer payments. Use when you need to document received payments and optionally link them to invoices or other documents.

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Creates a new draft credit note (avoir) in Altoviz. Credit notes are used to cancel or refund invoices. The credit note is created in draft status and can be modified before being finalized.

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Creates a new draft sale invoice in Altoviz. The invoice is created in draft status and can be modified before being finalized. Use when you need to generate an invoice for a customer with line items.

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Tool to delete a colleague from Altoviz. Use when you need to permanently remove a colleague from the system.

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Tool to delete a customer from Altoviz. Use when you need to permanently remove a customer record from the system. Use ALTOVIZ_FIND_CUSTOMER first to look up customer IDs by email address if needed.

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Tool to delete a customer family from Altoviz. Use when you need to permanently remove a customer family from the system.

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This tool allows you to delete an existing product from Altoviz. The action permanently removes the product from the system.

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Tool to delete a product family from Altoviz. Use when you need to permanently remove a product family from the system.

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Tool to delete a receipt from Altoviz. Use when you need to permanently remove a receipt from the system.

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Tool to delete a draft credit from Altoviz. Use when you need to permanently remove a draft credit. Only draft credits can be deleted; finalized credits cannot be removed.

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Tool to delete a draft sale invoice from Altoviz. Use when you need to permanently remove a draft invoice from the system. Only draft invoices can be deleted; finalized invoices cannot be deleted.

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Tool to delete a sale quote from Altoviz. Use when you need to permanently remove a quote from the system.

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Tool to delete a supplier from Altoviz. Use when you need to permanently remove a supplier record from the system.

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Tool to download a purchase invoice as a PDF file from Altoviz. Use when you need to retrieve the PDF document of a specific purchase invoice.

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Tool to download a sale credit as a PDF file from Altoviz. Use when you need to retrieve the PDF version of a specific sale credit document.

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Tool to download a sale invoice as a PDF file from Altoviz. Use when you need to retrieve the PDF document of a specific sale invoice.

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This tool allows searching for contacts in Altoviz using an email address. The action is independently executable and returns contact details if found.

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This tool allows you to find a customer in Altoviz by their email address. This is a standalone action that doesn't require any resource IDs or dependencies on other tools.

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Search for a product in Altoviz by its product number/SKU. Returns the first matching product with complete details including name, description, pricing, VAT, unit of measurement, and more. Returns null if no product matches. Use cases: - Look up a specific product by its SKU before creating an invoice - Verify a prod…

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Tool to find a product in Altoviz by exact product number or internal ID. Use when you need to look up a product by either its product number/SKU or your internal system ID. At least one of the parameters must be provided.

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Tool to find receipts in Altoviz by customer internal ID. Returns a list of receipts associated with the specified internal ID. If no internal ID is provided, may return all receipts. Use when you need to search for receipts by customer identifier.

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Tool to find sale credits in Altoviz. Use when you need to search for or retrieve credit notes. Can filter by internal ID or return all credits if no filter is provided.

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Tool to find sale invoices in Altoviz. Use when you need to search for or retrieve invoices. Can filter by internal ID or return all invoices if no filter is provided.

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Tool to find sale quotes in Altoviz. Use when you need to search for or retrieve quotations. Can filter by internal ID or return all quotes if no filter is provided.

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This tool retrieves a list of classifications from the Altoviz platform. Classifications are essential for producing accounting registers from user-created invoices. It can fetch all classifications or filter them by type.

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