--- title: "Connect Digital Practice to Savio - APIANT.ai" description: "When \"New Account\" fires in Digital Practice, your agent runs \"Add contact\" in Savio." canonical: "https://apiant.ai/connect/digital-practice-to-savio" --- # Connect Digital Practice to Savio When **New Account** fires in [Digital Practice](https://apiant.ai/connections/digital-practice), your agent runs **Add contact** in [Savio](https://apiant.ai/connections/savio). Describe the whole flow and it is built, tested on every scenario and kept running. Digital Practice **9** triggers Digital Practice **21** actions Savio **5** 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 Savio 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 Savio - When **New Account** in Digital Practice then **Add contact** in Savio - When **New Client** in Digital Practice then **Add company** in Savio 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 Savio ## Triggers and actions 9 triggers · 26 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 company** Creates a company in Savio so feedback and feature requests can be attributed to it. Returns the newly created company. - Action **Add contact** Creates a contact in Savio, or updates the existing one with the same identifier from your system, so their feedback can be attributed to them. Returns the contact. - Action **Get feature request** Returns a single feature request from Savio, including its title, description, state, tags and roadmaps. - Action **Get feedback** Returns a single piece of customer feedback from Savio, including the problem described, who reported it and the feature request it is attached to. - Action **Log Product Feedback** Logs a piece of customer feedback in Savio, optionally attaching it to a contact, a company and a feature request. Returns the new feedback's id. ## 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) - [ **Savio** Savio tracks feature requests from survey and NPS tools, help desks, CRMs, or from any customer-facing tool...](https://apiant.ai/connections/savio) 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 Savio - [ **Unisender to Savio** UniSender is one of the leading email marketing service providers in the Eastern Europe, provides Email and...](https://apiant.ai/connect/unisender-to-savio) - [ **HubSpot to Savio** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-savio) - [ **Salesforce to Savio** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-savio) - [ **Slack to Savio** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-savio) - [ **Google Sheets to Savio** Google Sheets](https://apiant.ai/connect/google-sheets-to-savio) - [ **Gmail to Savio** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-savio) Questions ## Digital Practice and Savio, 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 Savio when something happens in Digital Practice? Any of Savio's 5 actions, including Log Product Feedback, Add company, Add contact and Get feature request. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Savio to Digital Practice? Savio has no triggers in the catalog today, so automations start in Digital Practice. If you need the other direction, ask: your agent reads Savio's API documentation and adds it. ### ### Do I have to build a connector for Digital Practice or Savio? 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 Savio 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.