Integration
Connect Altoviz and Ploomes
When Contact fires in Altoviz, your agent runs Add contact in Ploomes, or New contact in Ploomes to Create Contact in Altoviz. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Altoviz and Ploomes to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)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)Example flows
What Altoviz and Ploomes can do together
From Altoviz to Ploomes
When Contact in Altoviz
then Add contact in Ploomes
From Ploomes to 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 Ploomes
Triggers and actions 8 triggers · 51 actions
- Contact
Triggers when a contact is created, updated or deleted.
- Customer
Triggers when a customer is created, updated or deleted.
- Product
Triggers when a product is created, updated or deleted.
- Sales Invoice
Triggers when a sales invoice is created, updated or deleted.
- Sales Quote
Triggers when a sales quote is created, updated or deleted.
- Create Contact
Creates a new contact.
- Create Customer
Creates a new customer.
- Create Customer Family
Creates a new customer family.
- Create Draft Sales Invoice
Creates a new draft sales invoice.
- Create Product Family
Creates a new product family.
- Create Receipt
Creates a new receipt.
- Create Sales Credit
Creates a new sales credit.
- Create Sales Quote
Creates a new sales quote.
- Create Supplier
Creates a new supplier.
- Delete Contact
Delete an existing contact.
- Delete Customer
Delete an existing customer.
- Delete Customer Family
Delete an existing customer family.
- Delete Product
Delete an existing product.
- Delete Product Family
Delete an existing product family.
- Delete Receipt
Delete an existing receipt.
- Delete Sales Credit
Delete an existing sales credit.
- Delete Sales Invoice
Delete an existing draft sales invoice.
- Delete Sales Quote
Delete an existing sales quote.
- Delete Supplier
Delete an existing supplier.
- Download Purchase Invoice
Download a purchase invoice.
- Download Sales Invoice
Download a sales invoice.
- Download Sales Quote
Download a sales quote.
- Find Contact
Find a contact by email, optionally create a contact if none is found.
- Find Product
Find a product by number, optionally create a product if none is found.
- Get Customer Family
Returns a customer family by its id: label, number and internal id.
- Get Product Family
Returns a product family by its id: label and number.
- Get Settings
Returns the Altoviz account's application settings (company, accounting, sales, VAT, e-invoicing, emailing, general and social settings).
- Update Customer
Update an existing customer.
- Update Product
Update an existing product.
- Update Receipt
Update an existing receipt.
- Update Supplier
Update an existing supplier.
- Upload Purchase Invoice
Upload a purchase invoice.
- New contact
Triggers when a new contact (person or company) is created in Ploomes.
- New deal
Triggers when a new deal is created in Ploomes.
- New task
Triggers when a new task is created in Ploomes.
- Add contact
Creates a contact (a person or a company) in Ploomes and returns the new contact record.
- Add deal
Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values.
- Add interaction record
Creates an interaction record (a note, call or email log) on a Ploomes contact or deal.
- Add product
Creates a product in your Ploomes account and returns the new product.
- Add quote
Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values.
- Add task
Creates a task in Ploomes, optionally linked to a contact or deal.
- Delete contact
Deletes a contact (person or company) from your Ploomes account.
- Delete deal
Deletes a deal from your Ploomes account.
- Find contacts by criteria
Returns the Ploomes contacts (people and companies) that match the criteria you give.
- Find deals by criteria
Returns the deals that match the criteria you give, such as a title, stage or customer.
- Find interaction records by criteria
Returns the interaction records (activity history entries) that match the criteria you give.
- Find tasks by criteria
Returns the tasks that match the criteria you specify, such as title, contact or deal.
- Finish task
Marks a Ploomes task as finished.
- Get quote
Returns a single quote (proposal) by its ID, including its custom field values.
- Lose deal
Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal.
- Update contact
Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed.
- Update deal
Updates an existing deal in Ploomes. Only the fields you fill in are changed.
- Update task
Updates an existing task in Ploomes. Only the fields you fill in are changed.
- Win deal
Marks a Ploomes deal as won and returns the updated deal.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Altoviz and Ploomes, 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 Ploomes when something happens in Altoviz?
Any of Ploomes's 19 actions, including Update contact, Update deal, Update task and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Ploomes to Altoviz?
Yes. When something happens in Ploomes, your agent can act in Altoviz too. This page covers both directions: Ploomes's triggers and Altoviz's actions are listed here as well.
Do I have to build a connector for Altoviz or Ploomes?
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 Ploomes 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.