How to get started with Alltius on Zapier

Alltius and Zapier connect to automate financial services. You can send messages to AI assistants and make API requests for banking workflows.

Prerequisites

To use the Alltius app on Zapier, you must have:

  • An active paid Alltius account.
  • At least one configured Assistant in your Alltius workspace.

Connect Alltius to Zapier

To create an app connection to Alltius on Zapier:

  1. Go to the Apps page.
  2. Click + Add connection.
  3. A new dialog box will appear. Search for and select Alltius.
  4. Click Add connection.
  5. A Connect an Account page will open in a browser tab or window.
  6. In the API Key field, enter your Alltius API key.
  7. Click Yes, Continue to Alltius.
  8. Your Alltius account is now successfully connected to Zapier.

About Alltius's app

Triggers, searches, and actions

Triggers
  • No triggers available
Searches
  • No searches available
Actions
  • Chat - Send a message to an Alltius assistant and receive a response. This is an event a Zap performs. Write - Create a new record or update an existing record in your app.
  • API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication. This is an event a Zap performs. Write - Create a new record or update an existing record in your app.

Limitations

Templates

View all of Alltius's templates.

Additional Alltius resources

 

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