Integration
Connect Digital Practice and Outline
When New Account fires in Digital Practice, your agent runs Create Document in Outline, or New Collection in Outline to Create Contact in Digital Practice. 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 Outline 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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
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 and Outline can do together
From Digital Practice to Outline
When New Account in Digital Practice
then Create Document in Outline
From Outline to 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 Outline
Triggers and actions 12 triggers · 53 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.
- New Collection
Triggers when a new collection is created in Outline.
- New Comment
Triggers when a new comment is added in Outline, optionally on one document or collection.
- New Document
Triggers when a new document is published in Outline, optionally within one collection.
- Add group
Creates a new group in Outline that can be used to organize users and grant collection access.
- Add group member
Adds a user to a group in Outline, optionally as a group admin.
- Add share
Creates a share link for an Outline document or collection, returning the share's URL and settings.
- Archive Document
Archives an Outline document so it leaves the active collection.
- Create Collection
Creates a collection in Outline to group documents.
- Create Document
Creates a document in an Outline collection and returns its ID and link.
- Delete Collection
Deletes an Outline collection and all of its documents.
- Delete comment
Deletes a comment, including all of its replies when it is a top-level comment.
- Delete Document
Deletes an Outline document, moving it to trash or removing it permanently.
- Delete group
Deletes a group. Its members lose access to any collections the group had been added to.
- Duplicate document
Duplicates an existing document, optionally with its child documents, into the same or another collection.
- Find documents by title
Returns documents whose titles match the search keywords you provide.
- Get Collection
Returns an Outline collection's name, description and link.
- Get comment
Returns a single comment on an Outline document, including its author, document and resolution status.
- Get Document
Returns an Outline document with its title and Markdown text.
- Get group
Returns a group's details, including its name, description and member count.
- Get User
Returns an Outline user's name, email and role.
- Invite users
Invites one or more people to join the Outline workspace by email, with a chosen role for each.
- List Collections
Lists the collections in the Outline workspace.
- List comments
Returns comments in your Outline workspace, optionally limited to one document or collection.
- List Documents
Lists Outline documents, most recently updated first, optionally within one collection.
- List groups
Returns the groups in the Outline workspace, optionally filtered by member, external ID or name search.
- List revisions
Returns the revision history of an Outline document, newest snapshots with who created them and when.
- List Users
Lists users in the Outline workspace, optionally filtered by name or email.
- Move document
Moves a document to a different collection or under a different parent document. With no parent document given, it lands at the collection root.
- Restore document
Restores an archived or deleted document, optionally to a previous revision or into a different collection.
- Search Documents
Searches Outline documents by keyword and returns matching documents with a context snippet.
- Update Collection
Updates an Outline collection's name, description or color.
- Update comment
Updates the body of an existing comment on an Outline document.
- Update Document
Updates the title or text of an Outline document.
- Update group
Updates an existing group's name, icon or color in Outline.
- Update user
Updates a user's name, avatar, language or sidebar preferences in Outline. Updates the connected user when no user is given.
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 Outline
Google Calendar to OutlineGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to OutlineGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to OutlineMailchimp marketing automation and email platform.
Questions
Digital Practice and Outline, 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 Outline when something happens in Digital Practice?
Any of Outline's 32 actions, including Create Collection, Create Document, Update Collection and Update comment. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Outline to Digital Practice?
Yes. When something happens in Outline, your agent can act in Digital Practice too. This page covers both directions: Outline's triggers and Digital Practice's actions are listed here as well.
Do I have to build a connector for Digital Practice or Outline?
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 Outline 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.