--- title: "Connect awork and Digital Practice - APIANT.ai" description: "When \"New Client\" fires in awork, your agent runs \"Create Client\" in Digital Practice." canonical: "https://apiant.ai/connect/awork-to-digital-practice" --- # Connect awork and Digital Practice When **New Client** fires in [awork](https://apiant.ai/connections/awork), your agent runs **Create Client** in [Digital Practice](https://apiant.ai/connections/digital-practice), or **New Account** in Digital Practice to **Create Project Task** in awork. Describe the whole flow and it is built, tested on every scenario and kept running. awork **8** triggers awork **21** 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 awork 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 awork and Digital Practice can do together ### From awork to Digital Practice - When **New Client** in awork then **Create Client** in Digital Practice - When **New Project** in awork then **Create Contact** in Digital Practice ### From Digital Practice to awork - When **New Account** in Digital Practice then **Create Project Task** in awork - When **New Client** in Digital Practice then **Create Client** in awork 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 awork and Digital Practice ## Triggers and actions 17 triggers · 42 actions - Trigger **New Client** Fires when a new company/client is created in awork. Poll/webhook on companies resource creation event. - Trigger **New Project** Triggers when a new project is created. - Trigger **New Task** Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks. - Trigger **New Time Entry** Triggers when a new time entry is created. - Trigger **Updated Client** Fires when an existing company/client is updated in awork. Poll/webhook on companies resource update event. - Trigger **Updated Project** Fires when a project is updated in the awork workspace. - Trigger **Updated Task** Triggers when a task is updated. The trigger only fires for tasks with a project assigned, not for private tasks. - Trigger **Updated Time Entry** Triggers when a time entry is updated. - Action **Create Client** Creates a client (company) in awork and returns the created company. - Action **Create Project** Creates a new project. - Action **Create Project Task** Creates a task in an awork project. - Action **Create Time Entry** Creates a time entry for a user, optionally against a project/task, using startDateUtc+duration or startDateUtc+endDateUtc. - Action **Delete Client** Deletes a client (company) in awork, optionally moving, detaching or deleting its linked projects and tasks. - Action **Delete Project** Deletes an awork project and its tasks, optionally deleting its time entries too. - Action **Delete Project Task** Deletes an awork task by id. - Action **Delete Time Entry** Deletes a time entry in awork. - Action **Find Project Tasks by criteria** Returns up to 100 tasks of a project that match the specified filter criteria. - Action **Find Time Entries by criteria** Returns up to 100 time entries in the workspace that match the specified filter criteria. - Action **Get Client by ID** Finds a client by id - Action **Get Project by ID** Finds a project by id - Action **Get Task by ID** Returns a single awork task (project or private task) by its id, including status, assignees, project, tags, lists and custom field values. - Action **Get Time Entry** Returns a single awork time entry by its id, including its task, project, user, type of work and breaks. - Action **Search Clients** Returns up to 100 clients (companies) whose name contains the specified text. - Action **Search Projects** Returns up to 100 projects whose name contains the specified text, optionally narrowed by an additional filter. - Action **Search Users by Email** Returns the awork users whose contact information includes the specified email address. - Action **Update Client** Updates an existing client (company) by ID. Fields left blank keep their current values. - Action **Update Project** Updates fields (name, status, workflow, etc) on an existing awork project. - Action **Update Project Task** Updates fields (name, status, assignee, due date, etc) on an existing awork task. - Action **Update Time Entry** Updates an existing awork time entry: its times or duration, type of work, project, task, note and billing flags. - 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 - [ **awork** Intelligent projects, tasks and time tracking for your project business.](https://apiant.ai/connections/awork) - [ **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 awork - [ **awork to agilite** Low-code platform providing BPM, business rules, roles, and API-key managed services for workflow automation.](https://apiant.ai/connect/awork-to-agilite) - [ **awork to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/awork-to-hubspot) - [ **awork to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/awork-to-salesforce) - [ **awork to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/awork-to-slack) - [ **awork to Google Sheets** Google Sheets](https://apiant.ai/connect/awork-to-google-sheets) - [ **awork to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/awork-to-gmail) ## 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 ## awork and Digital Practice, answered ### ### What can start an automation from awork? Any of awork's 8 triggers in the catalog, including New Client, New Project, New Task and New Time Entry. 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 awork? 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 awork? Yes. When something happens in Digital Practice, your agent can act in awork too. This page covers both directions: Digital Practice's triggers and awork's actions are listed here as well. ### ### Do I have to build a connector for awork 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 awork 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.