Integration
Connect Altoviz and WhatConverts
When Contact fires in Altoviz, your agent runs Create Lead in WhatConverts, or New Lead in WhatConverts 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 WhatConverts 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 WhatConverts can do together
From Altoviz to WhatConverts
When Contact in Altoviz
then Create Lead in WhatConverts
When Customer in Altoviz
then Update Lead in WhatConverts
From WhatConverts to Altoviz
When New Lead in WhatConverts
then Create Contact in Altoviz
When Updated Lead in WhatConverts
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 WhatConverts
Triggers and actions 7 triggers · 46 actions
Trigger
ContactTriggers when a contact is created, updated or deleted.
Trigger
CustomerTriggers when a customer is created, updated or deleted.
Trigger
ProductTriggers when a product is created, updated or deleted.
Trigger
Sales InvoiceTriggers when a sales invoice is created, updated or deleted.
Trigger
Sales QuoteTriggers when a sales quote is created, updated or deleted.
Action
Create ContactCreates a new contact.
Action
Create CustomerCreates a new customer.
Action
Create Customer FamilyCreates a new customer family.
Action
Create Draft Sales InvoiceCreates a new draft sales invoice.
Action
Create Product FamilyCreates a new product family.
Action
Create ReceiptCreates a new receipt.
Action
Create Sales CreditCreates a new sales credit.
Action
Create Sales QuoteCreates a new sales quote.
Action
Create SupplierCreates a new supplier.
Action
Delete ContactDelete an existing contact.
Action
Delete CustomerDelete an existing customer.
Action
Delete Customer FamilyDelete an existing customer family.
Action
Delete ProductDelete an existing product.
Action
Delete Product FamilyDelete an existing product family.
Action
Delete ReceiptDelete an existing receipt.
Action
Delete Sales CreditDelete an existing sales credit.
Action
Delete Sales InvoiceDelete an existing draft sales invoice.
Action
Delete Sales QuoteDelete an existing sales quote.
Action
Delete SupplierDelete an existing supplier.
Action
Download Purchase InvoiceDownload a purchase invoice.
Action
Download Sales InvoiceDownload a sales invoice.
Action
Download Sales QuoteDownload a sales quote.
Action
Find ContactFind a contact by email, optionally create a contact if none is found.
Action
Find ProductFind a product by number, optionally create a product if none is found.
Action
Get Customer FamilyReturns a customer family by its id: label, number and internal id.
Action
Get Product FamilyReturns a product family by its id: label and number.
Action
Get SettingsReturns the Altoviz account's application settings (company, accounting, sales, VAT, e-invoicing, emailing, general and social settings).
Action
Update CustomerUpdate an existing customer.
Action
Update ProductUpdate an existing product.
Action
Update ReceiptUpdate an existing receipt.
Action
Update SupplierUpdate an existing supplier.
Action
Upload Purchase InvoiceUpload a purchase invoice.
Trigger
New LeadTriggers when a new lead (call, form, chat, etc.) is recorded in WhatConverts.
Trigger
Updated LeadTriggers when a WhatConverts lead is created or updated, for example when its quote or sales value changes.
Action
Add accountCreates a new client account in your WhatConverts agency, optionally with a first profile. Requires an agency (master account) API key.
Action
Add profileCreates a new profile under a WhatConverts agency account.
Action
Create LeadCreates a new lead in a WhatConverts profile, such as a web form, phone call or chat lead.
Action
Delete accountDeletes a WhatConverts account along with all of its profiles, numbers, leads and settings. Requires an agency master account key.
Action
Delete profileDeletes a profile from a WhatConverts account, removing its numbers, leads and settings. Requires an agency key.
Action
Find LeadReturns one WhatConverts lead by its lead ID, including source, contact and call details.
Action
Get accountReturns the details of a single WhatConverts account, including its name, creation date and profiles. Requires an agency (master account) API key.
Action
Get leadReturns the details of a single WhatConverts lead, including its contact, marketing attribution and custom field values.
Action
Get profileReturns the details of a single profile in a WhatConverts account, including its name and creation date. Requires an agency API key.
Action
List accountsReturns the accounts in your WhatConverts agency, with each account's profiles.
Action
List profilesReturns the profiles under a WhatConverts agency account, with each profile's id, name and creation date. Requires an agency (master account) API key.
Action
Update accountRenames an existing WhatConverts account (agency key required).
Action
Update LeadUpdates a WhatConverts lead's quotable status, quote value, sales value or lead URL.
Action
Update profileRenames an existing profile within a WhatConverts agency account. Requires an agency (master account) API key.
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
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Questions
Altoviz and WhatConverts, 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 WhatConverts when something happens in Altoviz?
Any of WhatConverts's 14 actions, including Create Lead, Update account, Update Lead and Update profile. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from WhatConverts to Altoviz?
Yes. When something happens in WhatConverts, your agent can act in Altoviz too. This page covers both directions: WhatConverts's triggers and Altoviz's actions are listed here as well.
Do I have to build a connector for Altoviz or WhatConverts?
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 WhatConverts 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.