# Connect Digital Practice and JotForm When **New Account** fires in [Digital Practice](https://apiant.ai/connections/digital-practice), your agent runs **Add New Question to Specified Form** in [JotForm](https://apiant.ai/connections/jotform), or **New Form Submission** in JotForm to **Create Contact** in Digital Practice. Describe the whole flow and it is built, tested on every scenario and kept running. Digital Practice **9** triggers Digital Practice **21** actions JotForm **2** triggers JotForm **36** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Digital Practice and JotForm to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Digital Practice and JotForm can do together ### From Digital Practice to JotForm - When **New Account** in Digital Practice then **Add New Question to Specified Form** in JotForm - When **New Client** in Digital Practice then **Add or Edit a Single Question Properties** in JotForm ### From JotForm to Digital Practice - When **New Form Submission** in JotForm then **Create Contact** in Digital Practice - When **New Form Submission** in JotForm then **Create Invoice** in Digital Practice 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 JotForm ## Triggers and actions 11 triggers · 57 actions - 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. - Trigger **New Form Submission** Polling trigger: fires when a new submission is received for the specified form. - Trigger **New Form Submission (instant)** Triggers instantly when someone submits the chosen form. - Action **Add New Question to Specified Form** Add new question to specified form - Action **Add or Edit a Single Question Properties** Add or edit a single question properties - Action **Add Resources to Label** Add Resources to Label - Action **Add Submissions to the Form** Add Submissions to the Form - Action **Clone Form** Clone an existing form. - Action **Create Folder** Create Folder - Action **Create Form** Create a new form - Action **Create or Replace Form** Create new forms - Action **Create Report** Create report - Action **Create Submission** Add a new submission to a form. Provide answers keyed by submission[] field names. - Action **Delete a Report** Delete a Report - Action **Delete Folder** Delete Folder - Action **Delete Form** Delete a form (moves to trash). - Action **Delete Form Question** Delete Form Question - Action **Delete Submission** Delete a single submission. - Action **Edit Submission Data** Edit Submission Data - Action **Get Details About a Question** Get Details About a Question - Action **Get Folder** Get details of a specific folder including the forms it contains. - Action **Get Form** Get the details of a specific form. - Action **Get Form Files** List files uploaded to a form's submissions. - Action **Get Form Questions** Get a list of all questions on a form. - Action **Get History** Get History - Action **Get Label Resources** Get Label Resources - Action **Get Report Details** Get Report Details - Action **Get Submission** Get details of a specific submission. - Action **Get Submission PDF** Downloads a form submission as a PDF using one of the form's PDF Editor documents, returning a file ready to attach. - Action **Get User Reports** Get User Reports - Action **List Account Submissions** List all submissions across all forms on the account. - Action **List Folders** Get a list of form folders on the account. - Action **List Form Reports** List all reports for a specific form. - Action **List Forms** List all forms on the account. - Action **List Form Submissions** List submissions for a specific form. - Action **Remove Resources from Label** Remove Resources from Label - Action **Replace Form Properties** Add or edit properties of a specific form - Action **Set Form Properties** Add or edit properties of a specific form - Action **Update Folder** Update Folder ## Each app on its own - [ **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) - [ **JotForm** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connections/jotform) Reviews ## What our customers say ## More from Digital Practice - [ **Digital Practice to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/digital-practice-to-hubspot) - [ **Digital Practice to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/digital-practice-to-salesforce) - [ **Digital Practice to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/digital-practice-to-slack) - [ **Digital Practice to Google Sheets** Google Sheets](https://apiant.ai/connect/digital-practice-to-google-sheets) - [ **Digital Practice to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/digital-practice-to-gmail) - [ **Digital Practice to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/digital-practice-to-google-calendar) ## More into JotForm - [ **HubSpot to JotForm** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-jotform) - [ **Mailchimp to JotForm** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-jotform) - [ **Shopify to JotForm** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-jotform) - [ **Pipedrive to JotForm** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-jotform) - [ **ActiveCampaign to JotForm** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-jotform) - [ **Asana to JotForm** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-jotform) Questions ## Digital Practice and JotForm, 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 JotForm when something happens in Digital Practice? Any of JotForm's 36 actions, including Create Folder, Create Form, Create or Replace Form and Create Report. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from JotForm to Digital Practice? Yes. When something happens in JotForm, your agent can act in Digital Practice too. This page covers both directions: JotForm's triggers and Digital Practice's actions are listed here as well. ### ### Do I have to build a connector for Digital Practice or JotForm? 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. ### ### 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.