Connect Casebook to Arcgis

Both apps 28Casebook 17Arcgis 11

• 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
  Add comment

  Adds a comment, or a reply to an existing comment, on an ArcGIS item. The item owner is notified by email.

• Action
  Add folder

  Creates a folder in a user's ArcGIS content space for organizing items.

• Action
  Add group

  Creates a new group in your ArcGIS organization, owned by the connected user.

• Action
  Add item

  Adds a new item (by URL, JSON text content, or a downloadable data URL) to a user's ArcGIS content.

• Action
  Delete item

  Deletes an item from an ArcGIS user's content. In ArcGIS Online the item goes to the recycle bin unless permanent delete is chosen.

• Action
  Find items

  Searches the portal for content items you can access, by keyword, bounding box, filters or categories, and returns the matching items.

• Action
  Get item

  Returns the details of an ArcGIS item, such as its title, type, owner, tags and sharing level.

• Action
  Get user

  Returns an ArcGIS user's profile details, including email, role and the groups they belong to.

• Action
  List folders

  Returns the folders in an ArcGIS user's content space.

• Action
  Share item

  Shares an ArcGIS item you own with the public, your organization, and/or specific groups.

• Action
  Update item

  Updates an existing ArcGIS item's information, such as its title, description, tags, URL or JSON content. Fields left blank are not changed.

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