Integration
Connect Digital Practice to Connectif
When New Account fires in Digital Practice, your agent runs Get contact in Connectif. 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 Digital Practice and Connectif 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 Digital Practice can start in Connectif
When New Account in Digital Practice
then Get contact in Connectif
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 Digital Practice and Connectif
Triggers and actions 9 triggers · 40 actions
- New Account
Triggers when a new account is added to your company's chart of accounts.
- New Client
Triggers when a new client is added to your Digital Practice company.
- New Contact
Triggers when a new contact is added to your Digital Practice CRM.
- New Invoice
Triggers when a new invoice is created in Digital Practice, including its client and line items.
- New Lead
Triggers when a new lead is added to your Digital Practice CRM.
- New Product
Triggers when a new product or service is added in Digital Practice.
- New Project
Triggers when a new project is added to your Digital Practice company.
- New Quote
Triggers when a new quote is created in Digital Practice.
- New Vendor
Triggers when a new vendor is added to your Digital Practice company.
- Create Account
Creates a new account in your Digital Practice chart of accounts.
- Create Client
Creates a new client company in Digital Practice accounting.
- Create Contact
Creates a new contact in your Digital Practice CRM.
- 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.
- Create Invoice
Creates an invoice for an existing or new client. Add line items afterwards with Create Invoice Items.
- Create Invoice Items
Adds one or more line items to an existing Digital Practice invoice.
- Create Lead
Creates a new lead in Digital Practice CRM with its company details, status and priority.
- Create Product
Creates a new product or service in Digital Practice.
- 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.
- Create Quote
Creates a quote for an existing client, or for a new client created from the details you supply.
- Create Quote Items
Adds one or more line items (title, price, quantity) to an existing quote.
- Create Vendor
Creates a new vendor record in Digital Practice accounting.
- List accounts
Returns the list of accounts in your company's chart of accounts.
- List clients
Returns the list of clients for your Digital Practice company.
- List contacts
Returns the contacts in your Digital Practice company.
- List invoices
Returns the invoices in your company, each with its client and line items.
- List leads
Returns the leads in your Digital Practice company.
- List products
Returns the products and services set up in your Digital Practice company.
- List projects
Returns the projects in your Digital Practice company, each with its associated client.
- List quotes
Returns the quotes in your company, each with its client and line items.
- List vendors
Returns the vendors in your Digital Practice company.
- Add export
Starts a bulk export of contacts or activities from the Connectif store and returns the id of the new export.
- Add import
Starts a bulk import of contacts, products or coupons into Connectif from a CSV file, and returns the new import with its status.
- Add purchase
Creates a purchase for an existing contact in Connectif, with the products bought, totals and purchase date. Returns the created purchase.
- Delete contact
Deletes a contact from your Connectif store, identified by their email address.
- Delete product
Deletes a product from Connectif using the identifier your store assigned to it.
- Delete purchase
Deletes a purchase from Connectif using the purchase identifier your store sent when the purchase was created.
- Get contact
Returns a Connectif contact by email address, including system fields and the account's custom contact fields.
- Get export
Returns an export's details, including its status, progress and, once it has finished, a link to download the file.
- Get import
Returns one import by its identifier, including its status, counts of succeeded and failed elements, options and error report link.
- Get product
Returns a product from your Connectif catalog, looked up by its identifier in your store. An error occurs if the product is not found.
- Get purchase
Returns a purchase, including its products, using the identifier your store gave it. An error occurs if the purchase is not found.
- Get store
Returns the details of the Connectif store your account is connected to, including its name, alias and organization.
- Get workflow
Returns a workflow by its ID, including its name, description, tags, folder, status and activity dates.
- List contact fields
Returns the contact fields defined in the store, including each field's type, default value and allowed options. Can be limited to custom fields or built-in fields.
- List coupon sets
Returns the coupon sets in the Connectif account, optionally narrowed to those whose name contains the given text.
- List exports
Returns the exports in the Connectif account, with each export's type, status, progress and download link.
- List imports
Returns the imports in the Connectif account, each with its type, status, record counts, options and dates.
- List workflows
Returns the workflows in the Connectif account, optionally narrowed by status or by specific workflows.
- Update product
Updates a product in the Connectif catalog by its store identifier, and creates the product if that identifier does not exist yet. Returns the resulting product.
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
More from Digital Practice
Digital Practice to ZixflowZixflow is your all-in-one workspace to help you drive success.
Digital Practice to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Digital Practice to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Digital Practice to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Digital Practice to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Digital Practice to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
More into Connectif
Google Calendar to ConnectifGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Questions
Digital Practice and Connectif, answered
What can start an automation from Digital Practice?
Any of Digital Practice's 9 triggers in the catalog, including New Account, New Client, New Contact and New Invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Connectif when something happens in Digital Practice?
Any of Connectif's 19 actions, including Update product, Add export, Add import and Add purchase. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Connectif to Digital Practice?
Connectif has no triggers in the catalog today, so automations start in Digital Practice. If you need the other direction, ask: your agent reads Connectif's API documentation and adds it.
Do I have to build a connector for Digital Practice or Connectif?
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 Digital Practice and Connectif 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.