Integration
Connect Blueshift and Casebook
When New Campaign Activity fires in Blueshift, your agent runs Create a Note in Casebook, or New Case in Casebook to Merge Customers in Blueshift. 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 Blueshift and Casebook 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 Blueshift and Casebook can do together
From Blueshift to Casebook
When New Campaign Activity in Blueshift
then Create a Note in Casebook
When Campaign Execution Status in Blueshift
then Add a Person to a Case in Casebook
From Casebook to Blueshift
When New Case in Casebook
then Merge Customers in Blueshift
When New Intake Report in Casebook
then Track Customer Start in Blueshift
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 Blueshift and Casebook
Triggers and actions 5 triggers · 31 actions
Trigger
Campaign Execution StatusTriggers when a Blueshift campaign's status changes (for example launched, paused or completed).
Trigger
New Campaign ActivityTriggers when a customer has new Blueshift campaign activity, such as a send, open or click.
Action
Add campaignCreates a one-time or event-triggered campaign with a single message trigger, optionally launching it immediately.
Action
Add events in bulkSends up to 30 customer events to Blueshift in a single call, such as purchases, views or custom events.
Action
Add user to listAdds a single user, identified by email or customer ID, to a Blueshift custom user list.
Action
Create CatalogCreates a new product catalog in Blueshift and returns its UUID.
Action
Delete a CustomerDeletes a customer profile from Blueshift by email or customer ID.
Action
Get catalogReturns the details of one catalog, including its name, type, upload method, update frequency, column mappings and when it was last processed.
Action
Get customerReturns a Blueshift customer's full profile, including contact details, engagement metrics and custom attributes, looked up by the customer's UUID.
Action
List campaignsReturns the campaigns in your Blueshift account, optionally filtered by name, author, creation or start date, status, type and archived status.
Action
List catalogsReturns all catalogs in your Blueshift account, including each catalog's UUID, name, item count, status and archived flag.
Action
List email templatesReturns the email templates in your Blueshift account, optionally filtered by name, archived status or editor type.
Action
List segmentsReturns the segments in your Blueshift account, optionally filtered by name and archived status.
Action
Merge CustomersMerges two Blueshift customer profiles into one customer ID.
Action
Remove user from listRemoves a single user, identified by email or customer ID, from a Blueshift custom user list.
Action
Send an EventSends a customer event to Blueshift, authenticated with your Event API Key.
Action
Track Customer StartResumes Blueshift tracking for a previously forgotten customer.
Action
Track Customer StopStops Blueshift from tracking a customer (forget the customer).
Action
Trigger CampaignTriggers an API-triggered Blueshift campaign for one recipient.
Trigger
New CaseTriggers when a new case is created in Casebook.
Trigger
New Intake ReportTriggers when a new intake report is created in Casebook.
Trigger
New PersonTriggers when a new person is created in Casebook.
Action
Add a Person to a CaseAdds a person to a Casebook case.
Action
Create a CaseCreates a new case in Casebook with a name, description and case type.
Action
Create an Intake ReportCreates a new intake report in Casebook with a name, narrative and report type.
Action
Create a NoteCreates a note in Casebook, optionally attached to a person, case or other record.
Action
Create a PersonCreates a new person in Casebook with their name and basic demographics.
Action
Create a ProviderCreates a new provider in Casebook with a name and contact details.
Action
Delete a PersonDeletes a person in Casebook. The record is hidden from view, not permanently purged.
Action
Find PeopleFinds Casebook people by first name, last name or date of birth and returns the first match.
Action
Get a CaseReturns one Casebook case by ID, including its name and description.
Action
Get an Intake ReportReturns one Casebook intake report by ID, including its name, narrative and when it was reported.
Action
Get a PersonReturns one Casebook person by ID, including name, date of birth and other demographics.
Action
Get a ProviderReturns one Casebook provider by ID, including its name, email and phone number.
Action
Update a CaseUpdates a Casebook case's name, description or goals. Only the fields you fill in are changed.
Action
Update a PersonUpdates a Casebook person's name or demographics. Only the fields you fill in are changed.
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 Blueshift
Blueshift to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Blueshift to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Blueshift to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Blueshift to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Blueshift to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Blueshift to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Casebook
ActiveCampaign to CasebookActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to CasebookOrganize anything with Airtable, a modern database created for everyone.
Asana to CasebookAsana is a collaborative information manager for workspace.
Brevo to CasebookBrevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...
Calendly to CasebookCalendly is a scheduling automation platform for eliminating the back-and-forth emails to find the perfect...
Capsule CRM to CasebookCapsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...
Questions
Blueshift and Casebook, answered
What can start an automation from Blueshift?
Any of Blueshift's 2 triggers in the catalog, including New Campaign Activity and Campaign Execution Status. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Casebook when something happens in Blueshift?
Any of Casebook's 14 actions, including Create a Case, Create an Intake Report, Create a Note and Create a Person. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Casebook to Blueshift?
Yes. When something happens in Casebook, your agent can act in Blueshift too. This page covers both directions: Casebook's triggers and Blueshift's actions are listed here as well.
Do I have to build a connector for Blueshift or Casebook?
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 Blueshift and Casebook 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.