Connect Basin and Casebook

Both apps 29Basin 12Casebook 17

• Trigger
  New Submission

  Triggers when your form receives a submission.

• Action
  Add form

  Create a new form under a project.

• Action
  Add project

  Create a new project (form-organizing container).

• Action
  Delete form

  Destroy a form.

• Action
  Delete submission

  Destroy a submission.

• Action
  Get form

  Retrieve a single form by id.

• Action
  Get submission

  Retrieve a single submission by id.

• Action
  List forms

  List all forms accessible to the account.

• Action
  List projects

  List all projects accessible to the account.

• Action
  List submissions

  List submissions for a form.

• Action
  Update form

  Update a form's configuration (notifications, spam protection, branding, etc).

• Action
  Update submission

  Update a submission's state fields (spam, read, trash).

• 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.