Connect Casebook and ClickMeeting

Both apps 37Casebook 17ClickMeeting 20

• 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
  New Attendee

  Triggers when a new attendee appears in a ClickMeeting event session.

• Trigger
  New Recording

  Triggers when a new event recording is available in your ClickMeeting account.

• Trigger
  New Registrant

  Triggers when a person registers for the chosen ClickMeeting event.

• Trigger
  New Upcoming Event

  Triggers when a new active meeting or webinar room appears in your ClickMeeting account.

• Action
  Add New Registrant

  Registers a person for a ClickMeeting event and returns their personal entry URL.

• Action
  Add or Update Contact

  Adds a contact to your ClickMeeting account, or updates it if the email address already exists.

• Action
  Create Auto-Login Hash

  Creates an auto-login hash that lets a person enter a ClickMeeting room directly; append it to the room URL as ?l=hash.

• Action
  Create New Event

  Creates a new ClickMeeting meeting or webinar room and returns its ID and room URL.

• Action
  Delete Event

  Permanently deletes a ClickMeeting meeting or webinar room.

• Action
  Delete recording

  Deletes a single recording from a ClickMeeting event room.

• Action
  Generate Access Tokens

  Generates single-use access tokens for a token-protected ClickMeeting room.

• Action
  Get Event

  Returns one ClickMeeting meeting or webinar room by its ID.

• Action
  Get session

  Returns the details of one session of an event room, including its attendees, visitor counts and PDF report links.

• Action
  List events

  Returns the meeting and webinar rooms in your ClickMeeting account, either the active or the inactive ones.

• Action
  List files

  Returns every file in your ClickMeeting file library, with each file's name, type, conversion status and download link.

• Action
  List recordings

  Returns the recordings of a ClickMeeting event room, with each recording's duration, size, start time and download URL.

• Action
  List registrations

  Returns the people registered for an event room, either all registrations or only active ones.

• Action
  List session attendees

  Returns every attendee of a session in a ClickMeeting event room, with their email, nickname, role, device, rating and poll answers.

• Action
  List sessions

  Returns every session held in a ClickMeeting event room, with start and end times and visitor counts.

• Action
  Update Event

  Updates the settings of an existing ClickMeeting meeting or webinar room.

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