Integration
Connect EasyPractice and ProdPad
When New Appointment fires in EasyPractice, your agent runs Create Contact in ProdPad, or List Companies in ProdPad to Send Invoice in EasyPractice. 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 EasyPractice 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 EasyPractice and ProdPad can do together
From EasyPractice to ProdPad
When New Appointment in EasyPractice
then Create Contact in ProdPad
From ProdPad to EasyPractice
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 EasyPractice and ProdPad
Triggers and actions 15 triggers · 38 actions
- Client Deactivated
Triggers when an EasyPractice client is set to inactive.
- New Appointment
Triggers when a new appointment is booked in EasyPractice.
- New Client
Triggers when a new client is added in EasyPractice.
- New Invoice
Triggers when a new invoice is created in EasyPractice.
- Create Booking
Creates an appointment in an EasyPractice calendar, either a client booking or another calendar entry.
- Create Client
Creates a client in EasyPractice.
- Create Client Journal
Adds a journal entry to an EasyPractice client's record.
- Create Client Tag
Creates a tag that can be put on EasyPractice clients.
- Delete Booking
Deletes an EasyPractice appointment.
- Delete Client
Deletes an EasyPractice client.
- Find Client by Email
Finds EasyPractice clients whose email matches the address you give.
- Get Booking
Returns one EasyPractice appointment by its ID, including its calendar, client and services.
- Get Client
Returns one EasyPractice client by its ID, with contact details, tags and custom fields.
- List Calendars
Returns the calendars in the EasyPractice account.
- List Employees
Returns the employees on the EasyPractice account.
- List Services
Returns the services offered in the EasyPractice account, with price and duration.
- Mark Invoice as Paid
Records a payment on an EasyPractice invoice, marking it paid.
- Send Invoice
Has EasyPractice email an invoice to the address you give.
- Update Booking
Updates an existing EasyPractice appointment; only the fields you fill in are changed.
- Update Client
Updates an existing EasyPractice client. The vendor requires the client's name on every update.
- 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
More from EasyPractice
EasyPractice to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
EasyPractice to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
EasyPractice to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
EasyPractice to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
EasyPractice to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
EasyPractice to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into ProdPad
Google Drive to ProdPadGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to ProdPadMailchimp marketing automation and email platform.
Questions
EasyPractice and ProdPad, answered
What can start an automation from EasyPractice?
Any of EasyPractice's 4 triggers in the catalog, including New Appointment, New Client, New Invoice and Client Deactivated. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ProdPad when something happens in EasyPractice?
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 EasyPractice?
Yes. When something happens in ProdPad, your agent can act in EasyPractice too. This page covers both directions: ProdPad's triggers and EasyPractice's actions are listed here as well.
Do I have to build a connector for EasyPractice 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 EasyPractice 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.