Connect Casebook to Cirkus

Both apps 28Casebook 17Cirkus 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 booking

  Creates a new booking in Cirkus, optionally scheduling people or resources on it and linking it to projects, subprojects and tasks.

• Action
  Add company

  Creates a new company in a Cirkus workspace.

• Action
  Add contact

  Creates a new contact in a Cirkus workspace, optionally linked to a company.

• Action
  Create Calendar Event

  Adds a calendar event to a Cirkus booking, scheduling a person or resource for a given activity between a start and end time.

• Action
  Create Project

  Creates a new project in a Cirkus workspace, optionally linked to a company, contact or project template.

• Action
  Delete project

  Deletes a Cirkus project.

• Action
  Get project

  Returns a Cirkus project by its ID, including its dates, owner, linked company and contact, task counts and custom field values.

• Action
  Update booking

  Updates an existing Cirkus booking — its name, description, color, schedule status, booked events, linked projects and tasks, and custom fields. Fields left blank are not changed.

• Action
  Update company

  Updates an existing company in Cirkus — its name, description, active status, template link and custom field values. Fields left blank are not changed.

• Action
  Update contact

  Updates an existing contact in Cirkus, such as its name, email, phone, company or active status, and returns the updated contact.

• Action
  Update Project

  Updates an existing Cirkus project, such as its name, dates, owner, linked company or contact, status and custom fields. Fields left blank keep their current values.

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