Connect Buddy Punch and Casebook

Both apps 36Buddy Punch 19Casebook 17

• Trigger
  Employee Created

  Triggers when a new employee is added to your Buddy Punch account.

• Trigger
  Employee Punched In

  Triggers when an employee punches in, returning the punch with the employee, punch-in time, approval status and hours. Watches the current pay period's time cards.

• Trigger
  Employee Updated

  Triggers when an employee in your Buddy Punch account is added or any of their details change.

• Trigger
  Punch in Changed

  Triggers when an employee's punch-in in the current pay period is recorded or changed (time, approval status or notes).

• Action
  Assign Employee to Department Code

  Assigns one or more employees to a Buddy Punch department code.

• Action
  Assign Employee to Location

  Assigns one or more employees to a Buddy Punch location and returns the location.

• Action
  Create Department Code

  Creates a new department code in Buddy Punch.

• Action
  Create Employee

  Creates a new employee in your Buddy Punch account.

• Action
  Create Location

  Creates a new location in your Buddy Punch account.

• Action
  Create Position

  Creates a new position in your Buddy Punch account.

• Action
  Find Employee

  Finds employees in your Buddy Punch account whose email, username, employee ID or full name matches the value you search for.

• Action
  Get Department Code

  Returns the details of a specific department code in your Buddy Punch account.

• Action
  Get Location

  Returns the details of a specific Buddy Punch location.

• Action
  Get Position

  Returns a single Buddy Punch position by its ID.

• Action
  List Department Code Employees

  Returns the employees assigned to a Buddy Punch department code.

• Action
  List Location Employees

  Returns the employees assigned to a Buddy Punch location.

• Action
  Punch In

  Punches an employee in on Buddy Punch, either the connected user or a chosen employee.

• Action
  Punch Out

  Punches an employee out in Buddy Punch. Defaults to the connected user when no employee is given.

• Action
  Update Employee

  Updates an existing employee in Buddy Punch, such as their name, email, username or active status.

• 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.