Connect Casebook and Cryptlex

Both apps 30Casebook 17Cryptlex 13

• 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 Activation

  Triggers when a new activation is created.

• Trigger
  New License

  Triggers when a new license is created.

• Trigger
  New Trial Activation

  Triggers when a new trial activation is created.

• Action
  Create Organization

  Creates a new organization in Cryptlex with a notification email and a cap on how many users it may create. Returns the created organization, including its id and login alias.

• Action
  Create User

  Creates a new user in Cryptlex, optionally placing them in an organization and granting customer portal access. Returns the created user, including its id.

• Action
  Delete User

  Permanently deletes a user in Cryptlex. This cannot be undone.

• Action
  Find Licenses by key

  Returns the licenses in Cryptlex that match the license key given, with optional extra filters such as product, user or expiry.

• Action
  Get User

  Returns a single user in Cryptlex, including their name, email, role, company, tags and metadata.

• Action
  List Activations

  Returns the license activations in Cryptlex, optionally narrowed to a licence, product, user, operating system or date range.

• Action
  List Licenses

  Returns the licenses in a Cryptlex account, optionally narrowed by product, user, organization, status or date range.

• Action
  List Products

  Returns the products in a Cryptlex account, with their names, license templates and license counts.

• Action
  List Users

  Returns the users in a Cryptlex account, optionally narrowed by organization, company, role, tags or last-seen date.

• Action
  Update User

  Updates a user in Cryptlex. Only the values supplied are changed; anything left blank is untouched. Returns the updated user.

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