Connect Casebook to ClockIt

Both apps 24Casebook 17ClockIt 7

• 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
  Clock in or out

  Records a punch for an employee at the current moment, clocking them in if they are out and out if they are in.

• Action
  Get basic attendance report

  Returns the basic attendance report: one summary row per employee per day in a date range, with status, punch times, worked, break, overtime and leave totals.

• Action
  List check-in logs

  Returns field check-in visits logged from the ClockIt mobile app for every tracked employee, grouped by date, over a date range.

• Action
  List departments

  Returns every department in the company, optionally limited to one site, with each department's name and site.

• Action
  List schedules

  Returns every shift scheduled for each active employee in a date range of up to 31 days, with the punches, worked and break time, and project time logged against each shift.

• Action
  List sites

  Returns every site in your ClockIt company, ordered by name, with each site's ID, name and time zone.

• Action
  List time logs

  Returns punch data and worked durations for every tracked employee in the company, grouped by date, for a date range.

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