--- title: "Connect Altoviz to Pdforge - APIANT.ai" description: "When \"Contact\" fires in Altoviz, your agent runs \"Add template\" in Pdforge. Describe the whole flow and it is built, tested on every scenario and kept running." canonical: "https://apiant.ai/connect/altoviz-to-pdforge" --- # Connect Altoviz to Pdforge When **Contact** fires in [Altoviz](https://apiant.ai/connections/altoviz), your agent runs **Add template** in [Pdforge](https://apiant.ai/connections/pdforge). Describe the whole flow and it is built, tested on every scenario and kept running. Altoviz **5** triggers Altoviz **32** actions Pdforge **13** 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 Pdforge 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 Pdforge - When **Contact** in Altoviz then **Add template** in Pdforge - When **Customer** in Altoviz then **Update PDF metadata** in Pdforge 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 Pdforge ## Triggers and actions 5 triggers · 45 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 **Add template** Starts AI creation of a new PDF template from a text prompt (and optional reference file). Creation runs asynchronously and usually takes a couple of minutes; the returned template id can be used to check its status. - Action **Compress PDF** Compresses a PDF from a public URL to reduce its file size, returning a signed download URL for the compressed file. - Action **Convert HTML to PDF** Converts HTML into a PDF (or PNG) synchronously and returns a temporary signed URL to the generated file. If rendering takes longer than 30 seconds, the job is queued and a request id and status URL are returned instead. - Action **Convert Markdown to PDF** Convert Markdown text (headings, lists, tables, code blocks) into a styled PDF document. - Action **Generate PDF from template** Generates a PDF (or PNG) from one of your PDF Noodle templates and waits for it to finish, returning a temporary download link. - Action **Get PDF status** Retrieve the status of a single PDF generation request, and its download link once rendering succeeds. - Action **Get template** Retrieves a template's full details, or its creation status if it is still being created with AI. - Action **Get template variables** Retrieves the variable schema for a template: every data placeholder (including nested objects and arrays) that can be supplied when generating a PDF from it. - Action **Get tool status** Retrieve the status of a PDF tool operation (merge, split, compress, markdown to PDF, metadata update) using the request id returned by an async request or a synchronous request that timed out. - Action **List templates** Lists every template available in your pdf noodle account, with each template's id and display name. - Action **Merge PDFs** Combine two or more publicly accessible PDF files into a single PDF, merged in the order given. Returns a temporary download link to the merged file, or a request id to check later when the merge runs in the background. - Action **Split PDF** Split a single PDF into multiple smaller PDFs by page ranges or regular intervals. - Action **Update PDF metadata** Updates the embedded metadata (title, author, subject, keywords and more) of a PDF at a public URL and returns a link to the updated file. The original PDF content is preserved. ## Each app on its own - [ **Altoviz** Altoviz is an invoicing and accounting app for small businesses.](https://apiant.ai/connections/altoviz) - [ **Pdforge** No-code builder and API for generating PDF documents/reports at scale for SaaS apps.](https://apiant.ai/connections/pdforge) 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](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 Pdforge - [ **Clockify to Pdforge** Clockify is a completely free time tracking software for teams.](https://apiant.ai/connect/clockify-to-pdforge) - [ **HubSpot to Pdforge** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pdforge) - [ **Salesforce to Pdforge** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pdforge) - [ **Slack to Pdforge** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pdforge) - [ **Google Sheets to Pdforge** Google Sheets](https://apiant.ai/connect/google-sheets-to-pdforge) - [ **Gmail to Pdforge** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pdforge) Questions ## Altoviz and Pdforge, 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 Pdforge when something happens in Altoviz? Any of Pdforge's 13 actions, including Update PDF metadata, Add template, Compress PDF and Convert HTML to PDF. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pdforge to Altoviz? Pdforge has no triggers in the catalog today, so automations start in Altoviz. If you need the other direction, ask: your agent reads Pdforge's API documentation and adds it. ### ### Do I have to build a connector for Altoviz or Pdforge? 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 Pdforge 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.