Integration
Connect Casebook and Userflow
When New Case fires in Casebook, your agent runs Create/Update User in Userflow, or Checklist Completed in Userflow 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 Userflow to do together?
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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 Userflow can do together
From Casebook to Userflow
When New Case in Casebook
then Create/Update User in Userflow
From Userflow 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 Userflow
Triggers and actions 17 triggers · 19 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.
- Checklist Completed
Triggered when a user finishes every task in a Userflow checklist.
- Checklist Dismissed/Ended
Triggered when a Userflow checklist ends for a user — because they dismissed it, it was completed, or it stopped applying to them. The reason is in checklist_end_reason.
- Checklist Started
Triggered when a user starts a Userflow checklist. Why it started is in checklist_start_reason.
- Checklist Task Completed
Triggered when a user completes a single task inside a Userflow checklist.
- Event Tracked
Triggered when Userflow tracks an event for a user — either your own custom events or Userflow's own flow and checklist events. Name one event to watch, or leave it blank to fire for all of them.
- Flow Completed
Triggered when a user completes a Userflow flow by reaching its goal step.
- Flow Dismissed/Ended
Triggered when a Userflow flow ends for a user — because they dismissed it, finished it, or it stopped applying. The reason is in flow_end_reason.
- Flow Started
Triggered when a user starts a Userflow flow. Why it started is in flow_start_reason.
- Group Created/Updated
Triggered when a group (a company or account) is created or changed in Userflow.
- Launcher Activated
Triggered when a user clicks a Userflow launcher (a beacon, button or hotspot) to open it.
- Launcher Dismissed
Triggered when a user dismisses a Userflow launcher (a beacon, button or hotspot).
- Launcher Seen
Triggered when a Userflow launcher (a beacon, button or hotspot) is shown to a user.
- Question Answered
Triggered when a user answers a question in a Userflow flow — a survey, NPS or rating step. The answer arrives as text, a number, or a list depending on the question type.
- User Created/Updated
Triggered when a user is created or changed in Userflow.
- Create/Update Group
Creates a group (a company or account) in Userflow, or updates it if a group with that ID already exists. Only the attributes you send are changed.
- Create/Update User
Creates a user in Userflow, or updates them if a user with that ID already exists. Only the attributes you send are changed. Optionally adds the user to a group.
- Find Group
Finds groups (companies or accounts) in Userflow by name. Userflow's API cannot filter on the server, so this reads up to 300 groups and matches them here; leave the name blank to just list them.
- Find User
Finds users in Userflow by email or name. Userflow's API cannot filter on the server, so this reads up to 300 users and matches them here; leave both fields blank to just list them.
- Track Event
Tracks an event for a user in Userflow, so you can use it to start flows or checklists and to segment users.
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 Userflow, 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 Userflow when something happens in Casebook?
Any of Userflow's 5 actions, including Create/Update Group, Create/Update User, Find Group and Find User. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Userflow to Casebook?
Yes. When something happens in Userflow, your agent can act in Casebook too. This page covers both directions: Userflow's triggers and Casebook's actions are listed here as well.
Do I have to build a connector for Casebook or Userflow?
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 Userflow 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.