# Connect Digital Practice and Timesheet When **New Account** fires in [Digital Practice](https://apiant.ai/connections/digital-practice), your agent runs **Create Task** in [Timesheet](https://apiant.ai/connections/timesheet), or **New Absence** in Timesheet 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 Timesheet **7** triggers Timesheet **53** 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 Timesheet to do together? Give your AI client this address. `https://mcp.apiant.ai` 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 Timesheet can do together ### From Digital Practice to Timesheet - When **New Account** in Digital Practice then **Create Task** in Timesheet - When **New Client** in Digital Practice then **Create Note** in Timesheet ### From Timesheet to Digital Practice - When **New Absence** in Timesheet then **Create Contact** in Digital Practice - When **New Project** in Timesheet 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 Timesheet ## Triggers and actions 16 triggers · 74 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 **New Absence** Triggered when a new absence is requested or recorded in the chosen Timesheet organization. - Trigger **New Project** Triggered when a new project is created in Timesheet. - Trigger **New Rate** Triggered when a new pay rate is created in Timesheet. - Trigger **New Tag** Triggered when a new tag is created in Timesheet. - Trigger **New Task** Triggered when a new tracked time entry is recorded in Timesheet. - Trigger **New Team** Triggered when a new team is created in Timesheet. - Trigger **New Todo** Triggered when a new to-do is created in Timesheet. - Action **Approve Absence** Approves a pending absence request in a Timesheet organization. Returns the updated absence, including its new status and who approved it. - Action **Create Expense** Creates an expense on a Timesheet task, with an amount, date and optional receipt. Returns the new expense with its ID. - Action **Create Note** Creates a note on a Timesheet task, with text and an optional attachment. Returns the new note with its ID. - Action **Create Organization** Creates a new organization (team workspace) in Timesheet. Returns the new organization with its ID. - Action **Create Project** Creates a new project in Timesheet, optionally with a client, default billing rate and team. Returns the new project with its ID. - Action **Create Rate** Creates a pay rate in Timesheet, such as an overtime multiplier or a bonus amount. Returns the new rate with its ID. - Action **Create Reminder** Creates a reminder in Timesheet on a one-off or recurring schedule. Returns the new reminder with its ID and next fire time. - Action **Create Tag** Creates a tag in Timesheet that can be applied to time entries. Returns the new tag with its ID. - Action **Create Task** Creates a time entry (task) on a Timesheet project, with start and end times and optional tags, rate and mileage. Returns the new entry with its ID and duration. - Action **Create Team** Creates a team inside a Timesheet organization. Returns the new team with its ID. - Action **Create Todo** Creates a to-do on a Timesheet project, with an optional due date, assignees and time estimate. Returns the new to-do with its ID. - Action **Delete Expense** Deletes an expense from Timesheet. Returns confirmation that the expense was removed. - Action **Delete Note** Deletes a note from Timesheet. Returns confirmation that the note was removed. - Action **Delete Organization** Deletes an organization from Timesheet. Returns confirmation that the organization was removed. - Action **Delete Project** Deletes a project from Timesheet. Returns confirmation that the project was removed. - Action **Delete Rate** Deletes a pay rate from Timesheet. Returns confirmation that the rate was removed. - Action **Delete Reminder** Deletes a reminder from Timesheet. Returns confirmation that the reminder was removed. - Action **Delete Tag** Deletes a tag from Timesheet. Returns confirmation that the tag was removed. - Action **Delete Task** Deletes a time entry from Timesheet. Returns confirmation that the entry was removed. - Action **Delete Team** Deletes a team from Timesheet. Returns confirmation that the team was removed. - Action **Delete Todo** Deletes a to-do from Timesheet. Returns confirmation that the to-do was removed. - Action **Find Absence** Searches absences in a Timesheet organization by member, contract, type, status or date range, and returns the first match plus the full list of matches. - Action **Find Expense** Searches Timesheet expenses by text, time entry, organization or date range, and returns the first match plus the full list of matches. - Action **Find Note** Searches Timesheet notes by text, time entry, organization or date range, and returns the first match plus the full list of matches. - Action **Find Organization** Looks up a Timesheet organization by name and returns its ID and details. Timesheet has no organization search endpoint, so this reads your organizations and matches the name, ignoring upper/lower case. - Action **Find Project** Searches Timesheet projects by name, team or status, and returns the first match plus the full list of matches. - Action **Find Rate** Searches Timesheet pay rates by name, team, project or status, and returns the first match plus the full list of matches. - Action **Find Reminder** Looks up a Timesheet reminder by name and returns its ID and schedule. Timesheet has no reminder search endpoint, so this reads your reminders and matches the name, ignoring upper/lower case. - Action **Find Tag** Searches Timesheet tags by name, team, project or status, and returns the first match plus the full list of matches. - Action **Find Task** Searches Timesheet time entries by text, project, to-do, team or date range, and returns the first match plus the full list of matches. - Action **Find Team** Searches Timesheet teams by name or organization, and returns the first match plus the full list of matches. - Action **Find Todo** Searches Timesheet to-dos by title, project, status or assignee, and returns the first match plus the full list of matches. - Action **Get Current Timer** Returns the state of your current Timesheet timer — whether it is running, paused or stopped, and the time entry it is tracking. - Action **Get Project** Returns one Timesheet project by ID, including its client, settings and tracked totals. - Action **Get Rate** Returns one Timesheet pay rate by ID, including its multiplier and extra amount. - Action **Get Tag** Returns a single tag by its ID, including its name, colour, archived state, owning team and total tracked time. - Action **Get Task** Returns a single tracked time entry by its ID, including its description, start and end times, duration, billing flags, project, rate, member and tags. - Action **Get Team** Returns a single team by its ID, including its name, description, colour, owning organization, and project and member counts. - Action **Pause Timer** Pauses the running timer, starting a break. Returns the timer with its new paused state. - Action **Resume Timer** Resumes a paused timer, ending the current break. Returns the timer with its new running state. - Action **Send Report** Generates a timesheet report for the chosen period and emails it to the given address. - Action **Start Timer** Starts the timer on a project, creating a running time entry. Returns the timer and the entry it is tracking. - Action **Stop Timer** Stops the running timer and closes out the time entry it was tracking. - Action **Update Expense** Updates an existing expense's description, date, amount, refund status or attached receipt. Fields left blank keep their current values. - Action **Update Note** Updates an existing note's text, date or attachment. Fields left blank keep their current values. - Action **Update Organization** Updates an organization's name, description, image, colour or AI chat setting. Fields left blank keep their current values. - Action **Update Project** Updates an existing project's name, client, office, colour, billing defaults, salary or archived state. Fields left blank keep their current values. - Action **Update Rate** Updates an existing pay rate's name, multiplier, extra amount, enabled or archived state. Fields left blank keep their current values. - Action **Update Reminder** Updates an existing reminder's title, prompt, message template or schedule. Fields left blank keep their current values. - Action **Update Tag** Updates an existing tag's name, colour or archived state. Fields left blank keep their current values. - Action **Update Task** Updates an existing tracked time entry's project, description, times, billing flags, rate or tags. Fields left blank keep their current values. - Action **Update Team** Updates an existing team's name, description, image, colour or salary visibility. Fields left blank keep their current values. - Action **Update Todo** Updates an existing to-do's title, details, status, due date, assignees or time estimate. Fields left blank keep their current values. ## 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) - [ **Timesheet** Timesheet is a mobile Time Tracker which allows you the recording of your working hours with a simple push...](https://apiant.ai/connections/timesheet) 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 Timesheet - [ **Teamleader Focus to Timesheet** Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool...](https://apiant.ai/connect/teamleader-focus-to-timesheet) - [ **HubSpot to Timesheet** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-timesheet) - [ **Salesforce to Timesheet** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-timesheet) - [ **Slack to Timesheet** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-timesheet) - [ **Gmail to Timesheet** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-timesheet) - [ **Google Calendar to Timesheet** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-timesheet) Questions ## Digital Practice and Timesheet, 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 Timesheet when something happens in Digital Practice? Any of Timesheet's 53 actions, including Create Expense, Create Note, Create Organization and Create Project. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Timesheet to Digital Practice? Yes. When something happens in Timesheet, your agent can act in Digital Practice too. This page covers both directions: Timesheet's triggers and Digital Practice's actions are listed here as well. ### ### Do I have to build a connector for Digital Practice or Timesheet? 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. ### ### 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.