Integration
Connect Casebook and LifterLMS
When New Case fires in Casebook, your agent runs Create a WordPress User in LifterLMS, or New Course in LifterLMS 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 LifterLMS 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 LifterLMS can do together
From Casebook to LifterLMS
When New Case in Casebook
then Create a WordPress User in LifterLMS
From LifterLMS 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 LifterLMS
Triggers and actions 13 triggers · 28 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.
- Course Access Cancelled
Triggers when a student's enrollment in the selected LifterLMS course is cancelled.
- Course Access Expired
Triggers when a student's access to a LifterLMS course expires.
- Membership Access Cancelled
Triggers when a student's access to a LifterLMS membership is cancelled.
- Membership Access Expired
Triggers when a student's access to the selected LifterLMS membership expires.
- New Course
Triggers when a new course is created in LifterLMS.
- New Course Enrollment
Triggers when a student enrolls in the selected LifterLMS course.
- New Membership
Triggers when a new LifterLMS membership is created.
- New Membership Enrollment
Triggers when a student is enrolled in the selected LifterLMS membership.
- New Order
Triggers when a new LifterLMS order is placed on your site, optionally limited to a status, student, product or access plan.
- New Student
Triggers when a new LifterLMS student (a WordPress user with the student role) is created.
- Cancel Course Access
Cancels a student's access to a LifterLMS course by setting their course enrollment status to cancelled.
- Cancel Membership Access
Cancels a student's access to a LifterLMS membership by setting their membership enrollment status to cancelled.
- Create a WordPress User
Creates a new WordPress user (a LifterLMS student) on your site, with the student role unless you choose another.
- Enroll in a Course
Enrolls a WordPress user (student) in a LifterLMS course and returns the new enrollment.
- Enroll in a Membership
Enrolls a WordPress user in a LifterLMS membership and returns the resulting enrollment.
- Expire Course Access
Sets a student's enrollment in a LifterLMS course to expired and returns the updated enrollment.
- Expire Membership Access
Sets a student's enrollment in a LifterLMS membership to expired and returns the updated enrollment.
- Find Courses
Searches LifterLMS courses by a search term and returns the matching courses.
- Get Course
Returns the details of a LifterLMS course, including its title, content, status, enrollment and access dates, and catalog settings.
- Get Course Enrollment
Returns a student's enrollment in a LifterLMS course, including its status, dates and what triggered it.
- Get Order
Returns the details of a LifterLMS order, including the student, purchased course or membership, access plan, totals and status.
- Retrieve a WordPress User
Returns a WordPress user (LifterLMS student) by their user ID, including profile and billing details.
- Search WordPress User by Email
Finds the WordPress user (LifterLMS student) whose email address exactly matches the one you supply, and returns their profile.
- Search WordPress User by Username
Finds the WordPress user on your LifterLMS site whose username exactly matches the one you supply, and returns their profile.
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 LifterLMS
Airparser to LifterLMSAirparser is an LLM-powered data extraction tool that extracts structured data from emails, PDFs, documents...
Google Drive to LifterLMSGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
Casebook and LifterLMS, 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 LifterLMS when something happens in Casebook?
Any of LifterLMS's 14 actions, including Create a WordPress User, Enroll in a Course, Enroll in a Membership and Expire Course Access. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from LifterLMS to Casebook?
Yes. When something happens in LifterLMS, your agent can act in Casebook too. This page covers both directions: LifterLMS's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or LifterLMS?
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 LifterLMS 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.