Connect Casebook to Ashby

Both apps 34Casebook 17Ashby 17

• 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 candidate tag

  Adds an existing tag to a candidate in Ashby and returns the updated candidate.

• Action
  Add job

  Creates a new job in Ashby with a title, department/team and location, optionally applying a job template, interview plan, employment type and brand.

• Action
  Add offer

  Creates an offer for a candidate's application in Ashby by submitting the offer form for an offer process that has already been started.

• Action
  Change Job Consideration Stage

  Moves a candidate's application (their consideration for a job) to a different interview stage, optionally with an archive reason and rejection email when archiving.

• Action
  Consider Candidate for Job

  Considers a candidate for a job in Ashby by creating a new application, optionally placing it in a specific interview plan and stage with a source and credited user.

• Action
  Create Candidate

  Creates a new candidate in Ashby with their name, contact details, social profiles, location and source.

• Action
  Create Candidate Note

  Adds a note to a candidate's profile in Ashby, optionally as HTML, private, or with notifications to subscribed users.

• Action
  Find Candidate

  Returns up to 100 candidates whose email address and/or name match the values you supply.

• Action
  Find Job

  Returns up to 100 jobs whose title or requisition ID matches the text you search for.

• Action
  Find Job Consideration

  Returns the applications (candidates being considered) for a job in Ashby, optionally narrowed by application status and creation date.

• Action
  Find Opening

  Returns the openings whose identifier matches the one you supply, including each opening's state, jobs, locations, hiring team and custom fields.

• Action
  Get candidate

  Returns the full details of a single Ashby candidate, including contact info, tags, applications, files and custom field values.

• Action
  List departments

  Returns all departments and teams in your Ashby account, optionally including archived ones or only those changed since a previous sync.

• Action
  List locations

  Returns the office and remote locations set up in your Ashby account, optionally including archived locations and regions.

• Action
  Update Candidate

  Updates an existing candidate's name, contact details, social links, source, credited user and location in Ashby. Fields left blank are not changed.

• Action
  Update job

  Updates an existing job in Ashby — its title, team, location, default interview plan, employment type or requisition id.

• Action
  Update Opening

  Updates an existing opening in Ashby, such as its identifier, description, department, target dates, backfill flag or employment type. Returns the updated opening.

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