Connect Casebook to Auregistre

Both apps 25Casebook 17Auregistre 8

• 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
  Get company financials

  Returns the annual accounts a French company filed with the business register, fiscal year by fiscal year: revenue, margins, EBITDA, EBIT, net income and INPI ratios, for the company itself and its group.

• Action
  Get company timeline

  Returns every recorded change for a French company from the official gazette (BODACC): name, legal form, office, activity and share capital history, plus insolvency judgments and current insolvency status.

• Action
  Get department insolvency barometer

  Returns the count of insolvency openings in one French department over the last twelve months compared with the twelve before, with a monthly breakdown and counts by procedure type.

• Action
  Get national insolvency barometer

  Returns the national count of insolvency openings in France over the last twelve months compared with the twelve before, with a monthly series, a breakdown by procedure type and a ranking by department.

• Action
  Get trade insolvency barometer

  Returns insolvency openings in France for one trade over the last twelve months compared with the twelve before, with monthly and per-procedure breakdowns.

• Action
  List company changes

  Returns what the French official gazette (BODACC) published about up to 20 tracked companies since a given date, one entry per company.

• Action
  List company grants

  Returns the grants the ADEME awarded to a French company since 2021 (date, amount, purpose, aid scheme, decision reference), most recent first, at most ten.

• Action
  List company state aid

  Returns the state aid published for one French company in the EU State Aid Transparency register, up to the ten most recent awards, with the register's coverage totals.

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