Integration
Connect Casebook and OnceHub
When New Case fires in Casebook, your agent runs Create Contact in OnceHub, or Booking Completed in OnceHub 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 OnceHub 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 OnceHub can do together
From Casebook to OnceHub
When New Case in Casebook
then Create Contact in OnceHub
From OnceHub 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 OnceHub
Triggers and actions 18 triggers · 31 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.
- Booking Canceled
Triggers when a OnceHub booking is canceled by the customer or by someone on your team.
- Booking Cancelled and Rescheduled
Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.
- Booking Completed
Triggers when a OnceHub booking's end time has passed and the meeting is marked completed.
- Booking Lifecycle Event
Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.
- Booking No-Show
Triggers when a OnceHub booking is marked as a no-show.
- Booking Rescheduled
Triggers when a OnceHub booking is rescheduled to a new time.
- Booking Scheduled
Triggers when a new OnceHub booking is scheduled.
- Contact Captured
Triggers when a new contact is captured in OnceHub.
- Contact Lifecycle Event
Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.
- Contact Updated
Triggers when an existing OnceHub contact is updated.
- Conversation Abandoned
Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.
- Conversation Closed
Triggers when a OnceHub chatbot conversation is closed.
- Conversation Lifecycle Event
Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.
- Conversation Started
Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.
- Reassigned Booking
Triggers when a OnceHub booking is reassigned to a different host.
- Cancel Booking
Cancels a OnceHub booking, optionally with a reason and without emailing the customer.
- Create Contact
Creates a new contact in OnceHub. Give at least an email address or a mobile number.
- Create One-Time Booking Link
Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.
- Delete Contact
Deletes a contact from OnceHub.
- Find Contact
Finds a OnceHub contact by email address.
- Get Available Time Slots
Returns the open meeting times on a OnceHub booking calendar for the window you choose.
- Get Booking Calendar
Returns one OnceHub booking calendar with its host, public link and meeting length.
- Get Booking Details
Returns one OnceHub booking with its time, customer details and booking form answers.
- Get Contact
Returns one OnceHub contact with its details and custom fields.
- Get Contact's Future Meetings
Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.
- List Booking Calendars
Lists the booking calendars in your OnceHub account.
- List Bookings
Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.
- List Contacts
Lists the contacts in your OnceHub account, with optional email and date filters.
- Mark Booking as No-Show
Marks a OnceHub booking as a no-show.
- Reassign Booking
Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.
- Request Reschedule
Asks the customer to pick a new time for a OnceHub booking, optionally telling them why.
- Update Contact
Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.
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 OnceHub
Alegra to OnceHubAlegra is an accounting and billing app designed for Latin American managers.
Breeze to OnceHubBreeze is a simple project management tool that enables teams to plan, track and organize their work.
Google Drive to OnceHubGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Notion to OnceHubA new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Questions
Casebook and OnceHub, 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 OnceHub when something happens in Casebook?
Any of OnceHub's 17 actions, including Create Contact, Create One-Time Booking Link, Update Contact and Find Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from OnceHub to Casebook?
Yes. When something happens in OnceHub, your agent can act in Casebook too. This page covers both directions: OnceHub's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or OnceHub?
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 OnceHub 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.