--- title: "Connect Altoviz and Process Street - APIANT.ai" description: "When \"Contact\" fires in Altoviz, your agent runs \"Create Data Set Record\" in Process Street." canonical: "https://apiant.ai/connect/altoviz-to-process-street" --- # Connect Altoviz and Process Street When **Contact** fires in [Altoviz](https://apiant.ai/connections/altoviz), your agent runs **Create Data Set Record** in [Process Street](https://apiant.ai/connections/process-street), or **Data Set Record Created** in Process Street 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 Process Street **7** triggers Process Street **10** 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 Process Street 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 Process Street can do together ### From Altoviz to Process Street - When **Contact** in Altoviz then **Create Data Set Record** in Process Street - When **Customer** in Altoviz then **Update Data Set Record** in Process Street ### From Process Street to Altoviz - When **Data Set Record Created** in Process Street then **Create Contact** in Altoviz - When **Data Set Record Updated** in Process Street 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 Process Street ## Triggers and actions 12 triggers · 42 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 **Data Set Record Created** Triggers when a new record is added to a data set. - Trigger **Data Set Record Updated** Triggers when an existing record is updated in a data set. - Trigger **New Comment** Triggers when a new comment is posted on a task in a workflow, or in a specific workflow run. - Trigger **New Comment Attachment** Triggers when someone attaches a file to a comment in a workflow run. - Trigger **New Task Checked** Triggers when a task is checked off in a workflow. - Trigger **New Workflow Run** Triggers when a workflow is run. - Trigger **Task Ready** Triggers when a task is ready to be worked on. - Action **Create Data Set Record** Adds a new record to a data set. - Action **Delete Data Set Record** Deletes an existing record in a data set. - Action **Find Data Set Records** Search for data set records by form fields. - Action **Find Workflow Run** Search for a workflow run by ID, name, form fields, and other attributes. - Action **List Workflow Run Tasks** lists all tasks (id, name, status, dueDate) in one workflow run. Read-only; supplies the task id the Update Task action needs. - Action **List Workflows** Lists the workflows in your Process Street organization. - Action **Run Workflow** Runs a workflow. - Action **Update Data Set Record** Updates an existing record in a data set. - Action **Update Task** Update a task in a workflow run. - Action **Update Workflow Run** Update an existing workflow run. ## Each app on its own - [ **Altoviz** Altoviz is an invoicing and accounting app for small businesses.](https://apiant.ai/connections/altoviz) - [ **Process Street** Process Street is a Compliance Operations platform that lets non-technical teams create powerful, API-driven...](https://apiant.ai/connections/process-street) 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 Process Street - [ **HubSpot to Process Street** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-process-street) - [ **Google Calendar to Process Street** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-process-street) - [ **Google Drive to Process Street** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-process-street) - [ **Mailchimp to Process Street** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-process-street) - [ **Pipedrive to Process Street** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-process-street) - [ **ActiveCampaign to Process Street** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-process-street) Questions ## Altoviz and Process Street, 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 Process Street when something happens in Altoviz? Any of Process Street's 10 actions, including Create Data Set Record, Update Data Set Record, Update Task and Update Workflow Run. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Process Street to Altoviz? Yes. When something happens in Process Street, your agent can act in Altoviz too. This page covers both directions: Process Street's triggers and Altoviz's actions are listed here as well. ### ### Do I have to build a connector for Altoviz or Process Street? 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 Process Street 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.