Connect Amazing Marvin and Casebook

Both apps 37Amazing Marvin 20Casebook 17

• Trigger
  New Item Scheduled Today

  Triggers when a task or project appears in today's Amazing Marvin schedule.

• Action
  Add reminder

  Sets a reminder in Amazing Marvin that is pushed to your mobile phone at the chosen time.

• Action
  Create Project

  Creates a project in Amazing Marvin, optionally inside a category, with a due date, priority and note.

• Action
  Delete reminder

  Deletes one or more reminders from Amazing Marvin.

• Action
  Delete task

  Permanently deletes a task from Amazing Marvin by its ID.

• Action
  Get Account

  Returns the Amazing Marvin account profile, including email and reward point totals.

• Action
  Get kudos

  Returns your Marvin Kudos total, current level, and the kudos remaining until the next level.

• Action
  Get time tracks

  Returns time tracking data for up to 100 tasks at once.

• Action
  Get tracked item

  Returns the task currently being time-tracked in Amazing Marvin, if any.

• Action
  List Categories

  Returns all categories and projects in the Amazing Marvin account.

• Action
  List Child Items

  Returns the tasks and projects inside a category or project, or the inbox.

• Action
  List Due Items

  Returns open tasks and projects due on or before a date (today by default).

• Action
  List Goals

  Returns all goals in the Amazing Marvin account.

• Action
  List habits

  Returns every habit in your Marvin account, including each habit's recorded history.

• Action
  List Labels

  Returns all labels in the Amazing Marvin account, in their sort order.

• Action
  List reminders

  Returns every reminder currently scheduled in your Amazing Marvin account.

• Action
  List time blocks

  Returns the time blocks planned in Amazing Marvin for today or a chosen date.

• Action
  List Today Items

  Returns the tasks and projects scheduled for a day (today by default).

• Action
  Track Time

  Starts or stops time tracking on an Amazing Marvin task.

• Action
  Update task

  Updates fields on an existing Marvin task (or any Marvin document) by setting new values for the keys you choose.

• Trigger
  New Case

  Triggers when a new case is created in Casebook.

• Trigger
  New Intake Report

  Triggers when a new intake report is created in Casebook.

• Trigger
  New Person

  Triggers when a new person is created in Casebook.

• Action
  Add a Person to a Case

  Adds a person to a Casebook case.

• Action
  Create a Case

  Creates a new case in Casebook with a name, description and case type.

• Action
  Create an Intake Report

  Creates a new intake report in Casebook with a name, narrative and report type.

• Action
  Create a Note

  Creates a note in Casebook, optionally attached to a person, case or other record.

• Action
  Create a Person

  Creates a new person in Casebook with their name and basic demographics.

• Action
  Create a Provider

  Creates a new provider in Casebook with a name and contact details.

• Action
  Delete a Person

  Deletes a person in Casebook. The record is hidden from view, not permanently purged.

• Action
  Find People

  Finds Casebook people by first name, last name or date of birth and returns the first match.

• Action
  Get a Case

  Returns one Casebook case by ID, including its name and description.

• Action
  Get an Intake Report

  Returns one Casebook intake report by ID, including its name, narrative and when it was reported.

• Action
  Get a Person

  Returns one Casebook person by ID, including name, date of birth and other demographics.

• Action
  Get a Provider

  Returns one Casebook provider by ID, including its name, email and phone number.

• Action
  Update a Case

  Updates a Casebook case's name, description or goals. Only the fields you fill in are changed.

• Action
  Update a Person

  Updates a Casebook person's name or demographics. Only the fields you fill in are changed.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.