--- title: "Connect Digital Practice and OnceHub - APIANT.ai" description: "When \"New Account\" fires in Digital Practice, your agent runs \"Create Contact\" in OnceHub." canonical: "https://apiant.ai/connect/digital-practice-to-oncehub" --- # Connect Digital Practice and OnceHub When **New Account** fires in [Digital Practice](https://apiant.ai/connections/digital-practice), your agent runs **Create Contact** in [OnceHub](https://apiant.ai/connections/oncehub), or **Booking Completed** in OnceHub 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 OnceHub **15** triggers OnceHub **17** 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 OnceHub 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 OnceHub can do together ### From Digital Practice to OnceHub - When **New Account** in Digital Practice then **Create Contact** in OnceHub - When **New Client** in Digital Practice then **Update Contact** in OnceHub ### From OnceHub to Digital Practice - When **Booking Completed** in OnceHub then **Create Contact** in Digital Practice - When **Contact Updated** in OnceHub 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 OnceHub ## Triggers and actions 24 triggers · 38 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 **Booking Canceled** Triggers when a OnceHub booking is canceled by the customer or by someone on your team. - Trigger **Booking Cancelled and Rescheduled** Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page. - Trigger **Booking Completed** Triggers when a OnceHub booking's end time has passed and the meeting is marked completed. - Trigger **Booking Lifecycle Event** Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it. - Trigger **Booking No-Show** Triggers when a OnceHub booking is marked as a no-show. - Trigger **Booking Rescheduled** Triggers when a OnceHub booking is rescheduled to a new time. - Trigger **Booking Scheduled** Triggers when a new OnceHub booking is scheduled. - Trigger **Contact Captured** Triggers when a new contact is captured in OnceHub. - Trigger **Contact Lifecycle Event** Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place. - Trigger **Contact Updated** Triggers when an existing OnceHub contact is updated. - Trigger **Conversation Abandoned** Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned. - Trigger **Conversation Closed** Triggers when a OnceHub chatbot conversation is closed. - Trigger **Conversation Lifecycle Event** Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it. - Trigger **Conversation Started** Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts. - Trigger **Reassigned Booking** Triggers when a OnceHub booking is reassigned to a different host. - Action **Cancel Booking** Cancels a OnceHub booking, optionally with a reason and without emailing the customer. - Action **Create Contact** Creates a new contact in OnceHub. Give at least an email address or a mobile number. - Action **Create One-Time Booking Link** Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration. - Action **Delete Contact** Deletes a contact from OnceHub. - Action **Find Contact** Finds a OnceHub contact by email address. - Action **Get Available Time Slots** Returns the open meeting times on a OnceHub booking calendar for the window you choose. - Action **Get Booking Calendar** Returns one OnceHub booking calendar with its host, public link and meeting length. - Action **Get Booking Details** Returns one OnceHub booking with its time, customer details and booking form answers. - Action **Get Contact** Returns one OnceHub contact with its details and custom fields. - Action **Get Contact's Future Meetings** Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give. - Action **List Booking Calendars** Lists the booking calendars in your OnceHub account. - Action **List Bookings** Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range. - Action **List Contacts** Lists the contacts in your OnceHub account, with optional email and date filters. - Action **Mark Booking as No-Show** Marks a OnceHub booking as a no-show. - Action **Reassign Booking** Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use. - Action **Request Reschedule** Asks the customer to pick a new time for a OnceHub booking, optionally telling them why. - Action **Update Contact** Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value. ## 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) - [ **OnceHub** Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.](https://apiant.ai/connections/oncehub) 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 OnceHub - [ **Alegra to OnceHub** Alegra is an accounting and billing app designed for Latin American managers.](https://apiant.ai/connect/alegra-to-oncehub) - [ **Breeze to OnceHub** Breeze is a simple project management tool that enables teams to plan, track and organize their work.](https://apiant.ai/connect/breeze-to-oncehub) - [ **Google Sheets to OnceHub** Google Sheets](https://apiant.ai/connect/google-sheets-to-oncehub) - [ **Google Calendar to OnceHub** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-oncehub) - [ **Google Drive to OnceHub** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-oncehub) - [ **Notion to OnceHub** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-oncehub) Questions ## Digital Practice and OnceHub, 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 OnceHub when something happens in Digital Practice? Any of OnceHub's 17 actions, including Create Contact, Create One-Time Booking Link, Update Contact and Find Contact. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OnceHub to Digital Practice? Yes. When something happens in OnceHub, your agent can act in Digital Practice too. This page covers both directions: OnceHub's triggers and Digital Practice's actions are listed here as well. ### ### Do I have to build a connector for Digital Practice or OnceHub? 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 OnceHub 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.