Integration
Connect Casebook and Freshservice
When New Case fires in Casebook, your agent runs Add Attachment to a Ticket in Freshservice, or New or Updated Change in Freshservice to Create a Note in Casebook. 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 Freshservice 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 and Freshservice can do together
From Casebook to Freshservice
When New Case in Casebook
then Add Attachment to a Ticket in Freshservice
From Freshservice to Casebook
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 Freshservice
Triggers and actions 13 triggers · 34 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.
- Deleted Ticket
Triggered when a ticket is deleted.
- New or Updated Change
Triggered by a new or updated change in Freshservice.
- New or Updated Release
Triggered by a new or updated release.
- Two-way sync new and updated changes
Triggered by new and updated changes
- Two-way sync new and updated problems with PagerDuty ID
A trigger for two-way syncing new and updated problems having a PagerDuty ID. Can only be used with two-way sync actions.
- Two-way sync new and updated releases
Triggered by new or updated release
- Two-way sync new and updated tickets
A trigger for two-way syncing new and updated tickets. Can only be used with two-way sync actions.
- Updated Change
Triggered when a change is updated (created_at differs from updated_at).
- Updated Problem
Triggered when a problem is updated (created_at != updated_at).
- Updated Release
Triggered when a release is updated.
- Add Attachment to a Ticket
Adds an attachment from a url to a specified ticket.
- Add Attachment to a Ticket (Cisco)
Adds an attachment from a url to a specified ticket.
- Add Note To A Problem
Adds a note to a problem provided its id.
- Delete change
Deletes a change request in Freshservice.
- Delete Problem
Deletes a problem given its ID.
- Delete Ticket
Deletes a ticket given its ID.
- Get agent
Returns the details of a single agent in Freshservice, including their custom field values.
- Get change
Returns a single change request by its ID, including its custom fields.
- Get problem
Returns a single Freshservice problem by its ID, including its custom fields.
- Get release
Returns a Freshservice release by its ID, including its planning details, associated assets and changes, and custom fields.
- Get requester
Returns a single requester's details, including contact info, departments and custom fields.
- Get Ticket
Retrieves a single ticket by ID.
- List Agents
Lists agents.
- List changes
Returns change requests in Freshservice, optionally filtered by view, requester or last-updated time.
- List problems
Returns the problems in your Freshservice account, optionally only those updated since a given time.
- List releases
Returns the releases in your Freshservice account, optionally only those updated since a given time.
- List Requesters
Lists requesters.
- List Tickets
Lists tickets, optionally filtered.
- Reply to a Ticket
Adds a public reply to a ticket.
- Two-way sync delete ticket
Deletes a ticket. For use only with two-way sync delete triggers.
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 Casebook
Casebook to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
Casebook to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Casebook to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Casebook to Google SheetsGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Casebook to GmailGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Casebook to Google CalendarGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
More into Freshservice
ActiveCampaign to FreshserviceActiveCampaign is a marketing automation, email marketing, and CRM platform.
Airtable to FreshserviceOrganize anything with Airtable, a modern database created for everyone.
Asana to FreshserviceAsana is a collaborative information manager for workspace.
ClickUp to FreshserviceClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Discord to FreshserviceDiscord is an all-in-one voice and text chat for gamers.
Freshdesk to FreshserviceFreshdesk is a cloud-based customer support and helpdesk platform.
Questions
Casebook and Freshservice, 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 Freshservice when something happens in Casebook?
Any of Freshservice's 20 actions, including Add Attachment to a Ticket, Add Attachment to a Ticket (Cisco), Add Note To A Problem and Get agent. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Freshservice to Casebook?
Yes. When something happens in Freshservice, your agent can act in Casebook too. This page covers both directions: Freshservice's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Freshservice?
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 Freshservice 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.