ceven

Altoviz

Syncs every invoice, quote, and customer payment into your financial stack, automates product catalog updates, and manages tax classifications across your billing cycle.

Try Altoviz in Ceven

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Why use Ceven?

  1. AI native Altoviz integration

    • Describe the outcome and Ceven picks the right Altoviz calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Altoviz data, across all 67 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Altoviz access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Altoviz, when, and on whose behalf.
    • The agent pauses and asks when Altoviz is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Altoviz.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Altoviz action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Altoviz, and when to use it.

Create Product
Use this when adding a new SKU or service offering to the Altoviz catalog with pricing and descriptions.
Delete Product
Permanently remove a product from the system. Use this for discontinued services or incorrect entries.
Find Contact by Email
Pull contact details using an email address to verify identity before sending documents.
Find Customer by Email
Retrieve a full customer profile via email to check account status or billing history.
Find Product by Number
Pull specific product metadata, including price and ID, using the unique product number.
Get Classifications List
Retrieve all accounting classifications used to map invoices to the correct financial registers.
Get Units List
Pull the list of available measurement units for product quantities and service hours.
Get VAT Rates
Retrieve available tax rates to ensure invoice calculations match regional legal requirements.
Update Customer Information
Modify company details, contact info, or personal data for an existing Altoviz customer.
Create Invoice
Generate a new billing document for a customer using selected products and tax rates.
Update Invoice Status
Mark an invoice as paid, void, or overdue based on external payment triggers.
List Recent Invoices
Pull a list of the most recent billing documents to monitor current accounts receivable.

12 actions · scroll to see them all

Frequently asked questions

Ceven uses the Get VAT Rates tool to pull the most current tax tables directly from your Altoviz configuration. When an agent creates an invoice, it cross references the customer location with these rates to apply the correct percentage. This ensures that you are not hard coding tax values into your workflows, which would be risky. If you update a tax rate inside the Altoviz dashboard, the agent sees that change immediately on the next call. This keeps your billing compliant across different jurisdictions without requiring you to update your Ceven prompts every time a local government changes a tax law.
Yes. You can build a workflow where Ceven monitors your CRM for a won deal status. Once triggered, the agent uses the Find Customer tool to locate the client in Altoviz. It then pulls the required products using the product number and generates a formal invoice. The agent can then send a notification to the client with the invoice link. If the client requests a change, the agent can use the Update Customer or product tools to make the necessary adjustments before the final version is issued, creating a seamless loop from sales to finance.
Ceven is subject to the Altoviz API rate limits which vary based on your subscription tier. For most users, this is not an issue, but for very large catalogs with thousands of updates per hour, you may encounter a 429 rate limit error. When this happens, Ceven automatically implements an exponential backoff strategy. This means the agent will wait a few seconds and try again, ensuring that no data is lost during a bulk upload. We recommend scheduling large catalog syncs during off peak hours to ensure the fastest possible processing time for your billing workflows.
The agent uses the Find Customer by Email action as a primary check. Before creating a new customer record, the workflow first searches for an existing email match. If a match is found, the agent simply updates the existing record with any new information using the Update Customer Information tool rather than creating a duplicate. This keeps your Altoviz database clean and ensures that payment histories are consolidated under a single customer ID, which is critical for accurate financial reporting and customer relationship management over the long term.
Absolutely. The agent can pull the Get Units List to see exactly how your business defines measurements, whether that is hourly rates, per unit pricing, or flat fees. When creating a new product or adding a line item to an invoice, the agent matches the unit required by the project scope to the valid units available in Altoviz. This prevents errors where an invoice might be sent with an invalid unit of measure, which often causes friction during the client approval process and delays your payment cycle.
Ceven leverages the native currency settings configured within your Altoviz account. When the agent pulls a customer record, it identifies the preferred currency for that account. Any products added to the invoice are then priced according to the rules set in Altoviz for that specific currency pair. This means the agent does not perform the currency conversion itself, which avoids rounding errors. Instead, it tells Altoviz which product to use, and Altoviz applies the correct currency and exchange rate based on your internal business settings.
Yes, by using the Get Classifications List tool, Ceven can ensure that every invoice generated is tagged with the correct accounting classification. You can set up a workflow that reviews all invoices created in the last thirty days and verifies that no invoice is missing a classification. If the agent finds a gap, it can flag the invoice for your review or attempt to assign a classification based on the product category. This ensures that when you export your registers from Altoviz, the data is already clean and ready for your accountant.
If a product is deleted via the Delete Product tool or manually in the dashboard, any active workflow attempting to use that product ID will receive an error from the Altoviz API. Ceven handles this by triggering a failure notification to the workflow owner. The agent can be configured to search for a replacement product or to pause the invoice generation until a human provides a new product number. This prevents the system from sending incomplete invoices to your customers and maintains the professional appearance of your billing communications.

Alternatives to Altoviz

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

FreshBooks logoFreshBooksZoho Invoice logoZoho InvoiceWave logoWave

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