Integration
Connect Casebook to ClickFunnels
When New Case fires in Casebook, your agent runs Add contact in ClickFunnels. 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 Casebook and ClickFunnels 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)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 Casebook can start in ClickFunnels
When New Case in Casebook
then Add contact in ClickFunnels
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 Casebook and ClickFunnels
Triggers and actions 3 triggers · 35 actions
- New Case
Triggers when a new case is created in Casebook.
- New Intake Report
Triggers when a new intake report is created in Casebook.
- New Person
Triggers when a new person is created in Casebook.
- Add a Person to a Case
Adds a person to a Casebook case.
- Create a Case
Creates a new case in Casebook with a name, description and case type.
- Create an Intake Report
Creates a new intake report in Casebook with a name, narrative and report type.
- Create a Note
Creates a note in Casebook, optionally attached to a person, case or other record.
- Create a Person
Creates a new person in Casebook with their name and basic demographics.
- Create a Provider
Creates a new provider in Casebook with a name and contact details.
- Delete a Person
Deletes a person in Casebook. The record is hidden from view, not permanently purged.
- Find People
Finds Casebook people by first name, last name or date of birth and returns the first match.
- Get a Case
Returns one Casebook case by ID, including its name and description.
- Get an Intake Report
Returns one Casebook intake report by ID, including its name, narrative and when it was reported.
- Get a Person
Returns one Casebook person by ID, including name, date of birth and other demographics.
- Get a Provider
Returns one Casebook provider by ID, including its name, email and phone number.
- Update a Case
Updates a Casebook case's name, description or goals. Only the fields you fill in are changed.
- Update a Person
Updates a Casebook person's name or demographics. Only the fields you fill in are changed.
- Add contact
Creates a new contact in a ClickFunnels workspace with their name, email, phone, social links, tags and custom attributes.
- Add product
Creates a new product in a ClickFunnels workspace, with its store visibility, SEO details, images, tags and variant properties.
- Add tag
Creates a new contact tag in a ClickFunnels workspace, which can then be applied to contacts.
- Apply Tag to Contact
Applies an existing contact tag to a ClickFunnels contact. Returns the applied tag record, including the tag and contact details.
- Create Opportunity
Creates a sales opportunity in a ClickFunnels workspace pipeline stage for a contact, with an optional value, close date and assigned team member.
- Delete contact
Deletes a ClickFunnels contact. The contact disappears from contact lists but can still be looked up by its id.
- Enroll a Contact Into a Course
Enrolls a ClickFunnels contact into a course, giving them access to its content, and returns the new enrollment.
- Get contact
Returns a single ClickFunnels contact by its id, including name, email, phone, tags, custom attributes and visit tracking details.
- Get order
Returns a single ClickFunnels order by its ID, including its customer, line items, billing and service status, and addresses.
- Get product
Returns a single ClickFunnels product, including its name, store visibility, variants, prices and tags.
- List contacts
Returns the identified contacts in a ClickFunnels workspace, optionally narrowed by email address, contact id, tag, active status or a saved contact filter.
- List courses
Returns the courses in a ClickFunnels workspace, with each course's title, description, publish date and settings.
- List forms
Returns the forms in a ClickFunnels workspace, with each form's id, public id, name and dates.
- List funnels
Returns the funnels in a ClickFunnels workspace, optionally filtered to specific funnel IDs.
- List orders
Returns the orders in a ClickFunnels workspace, optionally filtered by contact, order, order type, live/test mode or a saved order filter.
- List products
Returns the products in a ClickFunnels workspace, optionally filtered by product, store visibility, customer-center visibility or archived state.
- List tags
Returns the contact tags defined in a ClickFunnels workspace, optionally filtered by tag id or name.
- Remove Tag From Contact
Removes a tag from a ClickFunnels contact. Reports whether the tag was applied to the contact and removed.
- Search Contacts by Email or ID
Returns the contacts in a ClickFunnels workspace that match the email addresses or contact IDs you specify, with their names, phone, tags and custom attributes.
- Update contact
Updates an existing ClickFunnels contact's details, such as name, email, phone, social links, tags and custom attributes. Fields left blank are not changed.
- Update or Create Contact (By Email Address)
Updates the contact with the given email address in a ClickFunnels workspace, or creates a new contact if none exists with that email.
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
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Questions
Casebook and ClickFunnels, answered
What can start an automation from Casebook?
Any of Casebook's 3 triggers in the catalog, including New Case, New Intake Report and New Person. Describe the moment in plain language and your agent picks the right one.
What can your agent do in ClickFunnels when something happens in Casebook?
Any of ClickFunnels's 21 actions, including Create Opportunity, Update contact, Update or Create Contact (By Email Address) and Add contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from ClickFunnels to Casebook?
ClickFunnels has no triggers in the catalog today, so automations start in Casebook. If you need the other direction, ask: your agent reads ClickFunnels's API documentation and adds it.
Do I have to build a connector for Casebook or ClickFunnels?
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 Casebook and ClickFunnels 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.