--- title: "Connect Digital Practice and Less Annoying CRM - APIANT.ai" description: "When \"New Account\" fires in Digital Practice, your agent runs \"Create Contact\" in Less Annoying CRM." canonical: "https://apiant.ai/connect/digital-practice-to-less-annoying-crm" --- # Connect Digital Practice and Less Annoying CRM When **New Account** fires in [Digital Practice](https://apiant.ai/connections/digital-practice), your agent runs **Create Contact** in [Less Annoying CRM](https://apiant.ai/connections/less-annoying-crm), or **New Contact** in Less Annoying CRM 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 Less Annoying CRM **7** triggers Less Annoying CRM **10** 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 Less Annoying CRM 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 Digital Practice and Less Annoying CRM can do together ### From Digital Practice to Less Annoying CRM - When **New Account** in Digital Practice then **Create Contact** in Less Annoying CRM - When **New Client** in Digital Practice then **Create Contact Note** in Less Annoying CRM ### From Less Annoying CRM to Digital Practice - When **New Contact** in Less Annoying CRM then **Create Contact** in Digital Practice - When **Form Submission** in Less Annoying CRM 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 Less Annoying CRM ## Triggers and actions 16 triggers · 31 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 **Contact Deletion** Triggers when a contact is deleted. - Trigger **Form Submission** Triggers when a form submission is received. - Trigger **Group Membership Addition** Triggers when a contact is added to a group. - Trigger **Group Membership Deletion** Triggers when a contact is removed from a group. - Trigger **New Contact** Triggers when a new contact is created or a contact is updated. - Trigger **Pipeline Item Deletion** Triggers when a pipeline item is deleted. - Trigger **Pipeline Item Status Update** Triggers when a new pipeline item is added or its status is updated. - Action **Create Contact** Creates a new contact. - Action **Create Contact Note** Adds a note to a contact. - Action **Create Group Membership** Adds a contact to a group. - Action **Create Pipeline Item** Creates a new pipeline item. - Action **Create Task** Creates a new task. - Action **Delete Group Membership** Removes a contact from a group. - Action **Edit Contact** Edit an existing contact. Blank fields will not be updated. - Action **Edit Pipeline Item** Edit an existing pipeline item attached to a contact. - Action **Find Contact** Search for contact by email, name, or LACRM Contact Id. - Action **Find Pipeline Item** Search for a pipeline item. ## 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) - [ **Less Annoying CRM** Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price.](https://apiant.ai/connections/less-annoying-crm) Reviews ## What our customers say ## More from Digital Practice - [ **Digital Practice to Zixflow** Zixflow is your all-in-one workspace to help you drive success.](https://apiant.ai/connect/digital-practice-to-zixflow) - [ **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) ## More into Less Annoying CRM - [ **HubSpot to Less Annoying CRM** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-less-annoying-crm) - [ **Google Sheets to Less Annoying CRM** Google Sheets](https://apiant.ai/connect/google-sheets-to-less-annoying-crm) - [ **Gmail to Less Annoying CRM** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-less-annoying-crm) - [ **Google Calendar to Less Annoying CRM** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-less-annoying-crm) - [ **Google Drive to Less Annoying CRM** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-less-annoying-crm) - [ **ActiveCampaign to Less Annoying CRM** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-less-annoying-crm) Questions ## Digital Practice and Less Annoying CRM, 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 Less Annoying CRM when something happens in Digital Practice? Any of Less Annoying CRM's 10 actions, including Create Contact, Create Contact Note, Create Group Membership and Create Pipeline Item. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Less Annoying CRM to Digital Practice? Yes. When something happens in Less Annoying CRM, your agent can act in Digital Practice too. This page covers both directions: Less Annoying CRM's triggers and Digital Practice's actions are listed here as well. ### ### Do I have to build a connector for Digital Practice or Less Annoying CRM? 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 Less Annoying CRM 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.