Connect Casebook and Certifier

Both apps 25Casebook 17Certifier 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.

• Trigger
  Credential Created

  Triggers when a new credential is created

• Trigger
  Credential Downloaded

  Triggered when a recipient or guest downloads a credential. Polls Certifier's credential interaction events and emits each new credential_downloaded event.

• Trigger
  Credential Expired

  Triggered when a credential reaches its expiry date and its status becomes expired. Emits each newly expired credential.

• Trigger
  Credential Issued

  Triggers when a credential is issued

• Trigger
  Credential Shared

  Triggered when a recipient or guest shares a credential to a social network or copies its link. Polls Certifier's credential interaction events and emits each new share event.

• Trigger
  Credential Viewed

  Triggered when a recipient or guest views a credential. Polls Certifier's credential interaction events and emits each new credential_viewed event.

• Action
  Find Credentials

  Returns up to 100 Certifier credentials matching the criteria you supply — id, public id, credential template, status, recipient, or issue/expiry/created/updated date ranges. Leave a criterion blank to ignore it; with no criteria at all it returns the most recent credentials.

• Action
  List Designs

  Returns all certificate and badge design templates available in your Certifier workspace, with each one's name, type and preview image URL.

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