--- title: "Connect Altoviz and Certifier - APIANT.ai" description: "When \"Contact\" fires in Altoviz, your agent runs \"Find Credentials\" in Certifier, or \"Credential Created\" in Certifier to \"Create Contact\" in Altoviz." canonical: "https://apiant.ai/connect/altoviz-to-certifier" --- # Connect Altoviz and Certifier When **Contact** fires in [Altoviz](https://apiant.ai/connections/altoviz), your agent runs **Find Credentials** in [Certifier](https://apiant.ai/connections/certifier), or **Credential Created** in Certifier to **Create Contact** in Altoviz. Describe the whole flow and it is built, tested on every scenario and kept running. Altoviz **5** triggers Altoviz **32** actions Certifier **6** triggers Certifier **2** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Altoviz and Certifier to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Altoviz and Certifier can do together ### From Altoviz to Certifier - When **Contact** in Altoviz then **Find Credentials** in Certifier - When **Customer** in Altoviz then **List Designs** in Certifier ### From Certifier to Altoviz - When **Credential Created** in Certifier then **Create Contact** in Altoviz - When **Credential Downloaded** in Certifier then **Create Customer** in Altoviz Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Altoviz and Certifier ## Triggers and actions 11 triggers · 34 actions - 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 **Credential Created** Triggers when a new credential is created - Trigger **Credential Downloaded** Triggered when a recipient or guest downloads a credential. Polls Certifier's credential interaction events and emits each new credential_downloaded event. - Trigger **Credential Expired** Triggered when a credential reaches its expiry date and its status becomes expired. Emits each newly expired credential. - Trigger **Credential Issued** Triggers when a credential is issued - Trigger **Credential Shared** Triggered when a recipient or guest shares a credential to a social network or copies its link. Polls Certifier's credential interaction events and emits each new share event. - Trigger **Credential Viewed** Triggered when a recipient or guest views a credential. Polls Certifier's credential interaction events and emits each new credential_viewed event. - Action **Find Credentials** Returns up to 100 Certifier credentials matching the criteria you supply — id, public id, credential template, status, recipient, or issue/expiry/created/updated date ranges. Leave a criterion blank to ignore it; with no criteria at all it returns the most recent credentials. - Action **List Designs** Returns all certificate and badge design templates available in your Certifier workspace, with each one's name, type and preview image URL. ## Each app on its own - [ **Altoviz** Altoviz is an invoicing and accounting app for small businesses.](https://apiant.ai/connections/altoviz) - [ **Certifier** Certifier is a professional certificate-making tool that enables you to issue, manage, and track...](https://apiant.ai/connections/certifier) Reviews ## What our customers say ## More from Altoviz - [ **Altoviz to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/altoviz-to-hubspot) - [ **Altoviz to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/altoviz-to-salesforce) - [ **Altoviz to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/altoviz-to-slack) - [ **Altoviz to Google Sheets** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/altoviz-to-google-sheets) - [ **Altoviz to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/altoviz-to-gmail) - [ **Altoviz to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/altoviz-to-google-calendar) ## More into Certifier - [ **Google Drive to Certifier** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-certifier) - [ **ActiveCampaign to Certifier** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-certifier) - [ **Airtable to Certifier** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-certifier) - [ **Asana to Certifier** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-certifier) - [ **Brevo to Certifier** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-certifier) - [ **Calendly to Certifier** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-certifier) Questions ## Altoviz and Certifier, answered ### ### What can start an automation from Altoviz? Any of Altoviz's 5 triggers in the catalog, including Contact, Customer, Product and Sales Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Certifier when something happens in Altoviz? Any of Certifier's 2 actions, including Find Credentials and List Designs. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Certifier to Altoviz? Yes. When something happens in Certifier, your agent can act in Altoviz too. This page covers both directions: Certifier's triggers and Altoviz's actions are listed here as well. ### ### Do I have to build a connector for Altoviz or Certifier? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Altoviz and Certifier without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.