Integration
Connect Digital Practice and ProdPad
When New Account fires in Digital Practice, your agent runs Create Contact in ProdPad, or List Companies in ProdPad 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 ProdPad 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 ProdPad can do together
From Digital Practice to ProdPad
When New Account in Digital Practice
then Create Contact in ProdPad
From ProdPad 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 ProdPad
Triggers and actions 20 triggers · 43 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.
- List Companies
Triggers when a new company is added to your ProdPad account.
- List Contacts
Triggers when a new contact is added to ProdPad.
- List Feedback
Triggers when new feedback is added to ProdPad, newest first.
- List Idea Feedback
Triggers when new feedback is linked to a chosen idea.
- List Ideas
Triggers when a new idea is added to ProdPad.
- List Initiatives
Triggers when a new initiative is added to a ProdPad roadmap.
- List Objectives
Triggers when a new objective is added to the ProdPad account.
- List Personas
Triggers when a new persona is added to ProdPad.
- List Products
Triggers when a new product is added to ProdPad.
- List Tags
Triggers when a new tag is added to ProdPad.
- List User Stories
Triggers when a new user story is added to ProdPad.
- Add comment
Adds a comment to a ProdPad idea, feedback or initiative, or posts a reply to an existing comment.
- Add initiative
Creates a new initiative on a ProdPad product roadmap.
- Add key result
Creates a new key result under a ProdPad objective, optionally linked to initiatives.
- Add objective
Creates a new objective in ProdPad, optionally linked to a product.
- Add thought
Adds a Yea, Nay or Maybe thought, with an optional comment, to an idea or a piece of feedback in ProdPad on behalf of a user.
- Add user story
Creates a new user story on a ProdPad idea.
- Create Company
Creates a company in ProdPad's customer feedback module.
- Create Contact
Creates a contact (a customer who gives feedback) in ProdPad.
- Create Feedback
Adds a piece of customer feedback to ProdPad, linked to a contact.
- Create Idea
Creates a new idea in ProdPad.
- Find Company
Finds an existing company by name or external link, returning the first match.
- Find Contact
Finds an existing contact by email, name or external ID, returning the first match.
- Find Feedback
Finds feedback by its external ID or URL, returning the first match.
- Find Idea
Finds an existing idea by external ID, URL or tag, returning the first match.
- Get feedback
Returns a single piece of feedback by its ID, including the contact who gave it and its linked ideas, products, personas, tags and attachments.
- Get idea
Returns a ProdPad idea by its ID, optionally with its full details such as business case, comments, tags, products and user stories.
- Update Company
Updates an existing company in ProdPad.
- Update Contact
Updates an existing contact in ProdPad.
- Update Feedback
Updates the text or state of an existing piece of feedback.
- Update Idea Stage
Moves an idea to a different workflow stage in ProdPad.
- Update initiative
Updates an existing roadmap initiative in ProdPad, such as its title, description, roadmap column, state, target date, owner, and linked ideas, feedback, user stories and objectives.
- Update objective
Updates an objective's name, state, or linked product in ProdPad.
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
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Questions
Digital Practice and ProdPad, 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 ProdPad when something happens in Digital Practice?
Any of ProdPad's 22 actions, including Create Company, Create Contact, Create Feedback and Create Idea. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ProdPad to Digital Practice?
Yes. When something happens in ProdPad, your agent can act in Digital Practice too. This page covers both directions: ProdPad's triggers and Digital Practice's actions are listed here as well.
Do I have to build a connector for Digital Practice or ProdPad?
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 ProdPad 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.