--- title: "Connect Digital Practice to Porsline - APIANT.ai" description: "When \"New Account\" fires in Digital Practice, your agent runs \"Add folder\" in Porsline." canonical: "https://apiant.ai/connect/digital-practice-to-porsline" --- # Connect Digital Practice to Porsline When **New Account** fires in [Digital Practice](https://apiant.ai/connections/digital-practice), your agent runs **Add folder** in [Porsline](https://apiant.ai/connections/porsline). Describe the whole flow and it is built, tested on every scenario and kept running. Digital Practice **9** triggers Digital Practice **21** actions Porsline **8** 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 Porsline 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 can start in Porsline - When **New Account** in Digital Practice then **Add folder** in Porsline - When **New Client** in Digital Practice then **Add notification** in Porsline 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 Porsline ## Triggers and actions 9 triggers · 29 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. - Action **Add folder** Create a new folder to organize surveys. - Action **Add notification** Create a new notification for a survey. - Action **Add question** Create a new question on a survey. - Action **Delete folder** Delete a folder. - Action **Delete survey** Delete a survey. - Action **Update folder** Partially update an existing folder. - Action **Update notification** Partially update a survey notification. - Action **Update question** Partially update an existing survey question. ## 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) - [ **Porsline** Porsline is an Online Survey Software dedicated to help companies of all sizes doing effective market...](https://apiant.ai/connections/porsline) 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 Porsline - [ **HubSpot to Porsline** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-porsline) - [ **Salesforce to Porsline** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-porsline) - [ **Slack to Porsline** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-porsline) - [ **Google Sheets to Porsline** Google Sheets](https://apiant.ai/connect/google-sheets-to-porsline) - [ **Gmail to Porsline** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-porsline) - [ **Google Calendar to Porsline** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-porsline) Questions ## Digital Practice and Porsline, 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 Porsline when something happens in Digital Practice? Any of Porsline's 8 actions, including Update folder, Update notification, Update question and Add folder. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Porsline to Digital Practice? Porsline has no triggers in the catalog today, so automations start in Digital Practice. If you need the other direction, ask: your agent reads Porsline's API documentation and adds it. ### ### Do I have to build a connector for Digital Practice or Porsline? 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 Porsline 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.