--- title: "Connect Altoviz to Custify - APIANT.ai" description: "When \"Contact\" fires in Altoviz, your agent runs \"Create Task\" in Custify. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/altoviz-to-custify" --- # Connect Altoviz to Custify When **Contact** fires in [Altoviz](https://apiant.ai/connections/altoviz), your agent runs **Create Task** in [Custify](https://apiant.ai/connections/custify). Describe the whole flow and it is built, tested on every scenario and kept running. Altoviz **5** triggers Altoviz **32** actions Custify **4** 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 Custify 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 can start in Custify - When **Contact** in Altoviz then **Create Task** in Custify - When **Customer** in Altoviz then **Send Event** in Custify 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 Custify ## Triggers and actions 5 triggers · 36 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. - Action **Create Task** Creates a task in Custify, optionally linked to a company or person, assigned to a team member, with due date, priority and checklist. - Action **Link Person to Company** Links a person to a company in Custify, or updates their existing relationship, with an optional role and link date. - Action **Send Event** Records a custom event for a person in Custify, such as a product action, with optional details. - Action **Send NPS** Records an NPS score, with an optional comment, for a person in Custify. ## Each app on its own - [ **Altoviz** Altoviz is an invoicing and accounting app for small businesses.](https://apiant.ai/connections/altoviz) - [ **Custify** Custify is a customer success platform that helps you better meet customers' needs, reducing churn and...](https://apiant.ai/connections/custify) 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 Custify - [ **HubSpot to Custify** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-custify) - [ **Salesforce to Custify** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-custify) - [ **Slack to Custify** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-custify) - [ **Google Sheets to Custify** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-custify) - [ **Gmail to Custify** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-custify) - [ **Google Calendar to Custify** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-custify) Questions ## Altoviz and Custify, 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 Custify when something happens in Altoviz? Any of Custify's 4 actions, including Create Task, Send Event, Send NPS and Link Person to Company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Custify to Altoviz? Custify has no triggers in the catalog today, so automations start in Altoviz. If you need the other direction, ask: your agent reads Custify's API documentation and adds it. ### ### Do I have to build a connector for Altoviz or Custify? 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 Custify 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.