# Connect actiTIME and Digital Practice When **New Customer** fires in [actiTIME](https://apiant.ai/connections/actitime), your agent runs **Create Contact** in [Digital Practice](https://apiant.ai/connections/digital-practice), or **New Account** in Digital Practice to **Create Customer** in actiTIME. Describe the whole flow and it is built, tested on every scenario and kept running. actiTIME **7** triggers actiTIME **14** actions Digital Practice **9** triggers Digital Practice **21** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want actiTIME and Digital Practice 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 actiTIME and Digital Practice can do together ### From actiTIME to Digital Practice - When **New Customer** in actiTIME then **Create Contact** in Digital Practice - When **New Project** in actiTIME then **Create Invoice** in Digital Practice ### From Digital Practice to actiTIME - When **New Account** in Digital Practice then **Create Customer** in actiTIME - When **New Client** in Digital Practice then **Create Task** in actiTIME 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 actiTIME and Digital Practice ## Triggers and actions 16 triggers · 35 actions - Trigger **New Customer** Triggers when a new customer is created. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Task** Triggers when a new task is created. - Trigger **New User** Triggers when a new user is created. - Trigger **Updated Leave Time** Triggers when the user's leave time is changed. - Trigger **Updated Task** Triggers when an existing task is changed. - Trigger **Updated Time-Track** Triggers when the user's working time is changed. - Action **Create Customer** Creates a new customer. - Action **Create Project** Creates a new project. - Action **Create Task** Creates a new task. - Action **Create User** creates a user account (firstName, lastName, email, username, password required; optional middleName, active, hired, releaseDate, departmentId, timeZoneGroupId). - Action **Find Customer** Finds the customer by name. - Action **Find Project** Finds project by name - Action **Find Task** Finds the task by name. - Action **Get Time-Track** Returns one time-track record (taskId, time, comment) - Action **List Leave Time** Lists leave-time records (userId, date, leaveTypeId, leaveTime) - Action **Modify Leave Time** Modifies the leave time record by replacing the existing value with a specified one. - Action **Modify Leave Time (Increase Time)** Modifies the leave time record by increasing the existing value by a specified value. - Action **Modify Time-Track** Modifies the time-track record by replacing the existing value with a specified one (along with the time-track record comment). - Action **Modify Time-Track (Increase Time)** Modifies the time-track record by increasing the existing value by a specified value. - Action **Update Task** updates a task's name, description, status/workflowStatusId, projectId, typeOfWorkId, deadline or estimatedTime. - Trigger **New Account** Triggers when a new account is added to your company's chart of accounts. - Trigger **New Client** Triggers when a new client is added to your Digital Practice company. - Trigger **New Contact** Triggers when a new contact is added to your Digital Practice CRM. - Trigger **New Invoice** Triggers when a new invoice is created in Digital Practice, including its client and line items. - Trigger **New Lead** Triggers when a new lead is added to your Digital Practice CRM. - Trigger **New Product** Triggers when a new product or service is added in Digital Practice. - Trigger **New Project** Triggers when a new project is added to your Digital Practice company. - Trigger **New Quote** Triggers when a new quote is created in Digital Practice. - Trigger **New Vendor** Triggers when a new vendor is added to your Digital Practice company. - Action **Create Account** Creates a new account in your Digital Practice chart of accounts. - Action **Create Client** Creates a new client company in Digital Practice accounting. - Action **Create Contact** Creates a new contact in your Digital Practice CRM. - Action **Create Expense** Creates an expense against an account, optionally linked to a vendor. An existing account or vendor is matched by name; supplying extra details creates a new one. - Action **Create Invoice** Creates an invoice for an existing or new client. Add line items afterwards with Create Invoice Items. - Action **Create Invoice Items** Adds one or more line items to an existing Digital Practice invoice. - Action **Create Lead** Creates a new lead in Digital Practice CRM with its company details, status and priority. - Action **Create Product** Creates a new product or service in Digital Practice. - Action **Create Project** Creates a project in Digital Practice, linked to an existing client by name or to a new client created from the details supplied. - Action **Create Quote** Creates a quote for an existing client, or for a new client created from the details you supply. - Action **Create Quote Items** Adds one or more line items (title, price, quantity) to an existing quote. - Action **Create Vendor** Creates a new vendor record in Digital Practice accounting. - Action **List accounts** Returns the list of accounts in your company's chart of accounts. - Action **List clients** Returns the list of clients for your Digital Practice company. - Action **List contacts** Returns the contacts in your Digital Practice company. - Action **List invoices** Returns the invoices in your company, each with its client and line items. - Action **List leads** Returns the leads in your Digital Practice company. - Action **List products** Returns the products and services set up in your Digital Practice company. - Action **List projects** Returns the projects in your Digital Practice company, each with its associated client. - Action **List quotes** Returns the quotes in your company, each with its client and line items. - Action **List vendors** Returns the vendors in your Digital Practice company. ## Each app on its own - [ **actiTIME** actiTIME is a time tracking & scope management tool.](https://apiant.ai/connections/actitime) - [ **Digital Practice** Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR...](https://apiant.ai/connections/digital-practice) Reviews ## What our customers say ## More from actiTIME - [ **actiTIME to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/actitime-to-hubspot) - [ **actiTIME to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/actitime-to-salesforce) - [ **actiTIME to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/actitime-to-slack) - [ **actiTIME to Google Sheets** Google Sheets](https://apiant.ai/connect/actitime-to-google-sheets) - [ **actiTIME to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/actitime-to-gmail) - [ **actiTIME to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/actitime-to-google-calendar) ## More into Digital Practice - [ **ActiveCampaign to Digital Practice** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-digital-practice) - [ **Airtable to Digital Practice** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-digital-practice) - [ **Asana to Digital Practice** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-digital-practice) - [ **ClickUp to Digital Practice** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-digital-practice) - [ **Brevo to Digital Practice** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-digital-practice) - [ **Calendly to Digital Practice** Calendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...](https://apiant.ai/connect/calendly-to-digital-practice) Questions ## actiTIME and Digital Practice, answered ### ### What can start an automation from actiTIME? Any of actiTIME's 7 triggers in the catalog, including New Customer, New Project, New Task and New User. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Digital Practice when something happens in actiTIME? Any of Digital Practice's 21 actions, including Create Account, Create Client, Create Contact and Create Expense. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Digital Practice to actiTIME? Yes. When something happens in Digital Practice, your agent can act in actiTIME too. This page covers both directions: Digital Practice's triggers and actiTIME's actions are listed here as well. ### ### Do I have to build a connector for actiTIME or Digital Practice? 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 actiTIME and Digital Practice 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.