Integration
Connect Digital Practice and Trengo
When New Account fires in Digital Practice, your agent runs Add internal note to ticket in Trengo, or New Internal Note in Trengo 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 Trengo to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Trengo can do together
From Digital Practice to Trengo
When New Account in Digital Practice
then Add internal note to ticket in Trengo
From Trengo 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 Trengo
Triggers and actions 12 triggers · 36 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 Internal Note
Fires when an internal note is added to a Trengo ticket.
- New Outbound Message
Triggers when an outbound message is created.
- Ticket Label Added
Triggers when a label is added to a conversation.
- Add internal note to ticket
Adds an internal note (visible only to agents) to a Trengo ticket.
- Add ticket
Create a new support ticket.
- Add ticket label
Attaches an existing label to a Trengo ticket.
- Create a Contact
Creates a contact on a Trengo channel. If a contact with the same identifier already exists on that channel, Trengo returns the existing contact instead of creating a duplicate.
- Create webhook
Subscribes a URL to one Trengo webhook event type. Used by Trengo instant triggers to register their delivery URL on activation.
- Delete contact
Delete a contact by id.
- Delete ticket
Delete a ticket by id.
- Find a Contact
Returns the Trengo contacts that match the search term.
- Get contact
Retrieve a single Trengo contact by its id.
- Get webhook
Fetches a webhook by ID, including the event it listens for, the address it sends to and its signing secret. An error occurs if the webhook is not found.
- List contacts
List all contacts.
- List labels
Lists the ticket labels defined in the Trengo account (first page).
- List tickets
Returns all tickets the connected user is authorized to see, optionally filtered by status, contact, users, channels, labels, last message type or update time.
- Send a Message
Sends a reply message on an existing Trengo ticket, over the ticket's own channel.
- Update contact
Update an existing contact by id.
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 Trengo, 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 Trengo when something happens in Digital Practice?
Any of Trengo's 15 actions, including Create a Contact, Create webhook, Send a Message and Update contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Trengo to Digital Practice?
Yes. When something happens in Trengo, your agent can act in Digital Practice too. This page covers both directions: Trengo's triggers and Digital Practice's actions are listed here as well.
Do I have to build a connector for Digital Practice or Trengo?
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.