Connect Casebook to Amplitude

Both apps 29Casebook 17Amplitude 12

• 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.

• Action
  Batch upload events

  Sends a batch of events to Amplitude in one call. Use this when you have many events to record at once rather than one at a time.

• Action
  Export event data

  Exports every event Amplitude recorded in a time window, as a zip archive of event data.

• Action
  Get cohort

  Returns one behavioral cohort's details, including its name, size and when it was last recalculated.

• Action
  Get event segmentation

  Counts how often an event happened over a date range, optionally split by a property or filtered to a segment of users.

• Action
  Get funnel analysis

  Runs a funnel over a series of events and returns how many users reached each step and how many dropped off.

• Action
  Get retention analysis

  Shows how many users came back and did something again after a starting event, over a date range.

• Action
  Get user properties

  Looks a user up in Amplitude and returns what Amplitude knows about them, including their Amplitude ID.

• Action
  Group identify

  Sets properties on a group in Amplitude, such as a company or team, so you can analyse behaviour by group.

• Action
  Identify user

  Sets properties on a user in Amplitude without recording an event, so later events are attributed with the new details.

• Action
  List cohorts

  Lists every behavioral cohort in the Amplitude project, with each cohort's name, size and owner.

• Action
  Send event

  Records a single event in Amplitude for a user, with optional event and user properties.

• Action
  Upload cohort

  Creates a cohort in Amplitude from a list of users you supply.

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