Connect Casebook and DoiT

Both apps 51Casebook 17DoiT 34

• 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
  Budget Threshold Surpassed

  Triggered when a budget's current spend passes one of its alert thresholds. Fires once per threshold in each budget period.

• Trigger
  New Alert Notification

  Triggers when a DoiT cost alert sends a notification (its last-alerted time advances).

• Trigger
  New Cloud Incident

  Triggered when a new cloud incident is reported for Google Cloud, Amazon Web Services or Microsoft Azure.

• Trigger
  New Cost Anomaly

  Triggers when DoiT detects a new cloud cost anomaly, newest first, optionally narrowed by service, billing account, platform or severity.

• Trigger
  New Invoice

  Triggered when a new invoice is created in your DoiT organization.

• Trigger
  New Service

  Triggers when a new cloud service (support product) becomes available in DoiT, optionally for one platform.

• Trigger
  New Service (For Doers)

  Triggers when a new support product (service) becomes available in DoiT, optionally limited to one cloud platform.

• Action
  Add alert

  Creates a cost or usage alert in DoiT Cloud Analytics that notifies email or Slack recipients when a metric crosses the threshold you set.

• Action
  Add allocation

  Creates a new DoiT allocation, either a single allocation defined by one rule or a group allocation made of several rules.

• Action
  Add annotation

  Creates a new annotation on a date in DoiT Cloud Analytics, optionally linked to reports and labels.

• Action
  Add budget

  Creates a new DoiT budget that tracks cloud spend for the selected scope against a fixed or recurring amount.

• Action
  Add comment

  Adds a comment to an existing DoiT support request and returns the new comment.

• Action
  Add label

  Creates a new label in DoiT Cloud Analytics with a name and color, ready to assign to reports, budgets and other objects.

• Action
  Add support ticket

  Creates a new DoiT support request and returns its id, status and a link to view it in the DoiT console.

• Action
  Delete alert

  Deletes an alert from your DoiT account.

• Action
  Get alert

  Returns a Cloud Analytics alert by its ID, including its name, recipients, timestamps and evaluation configuration.

• Action
  Get anomaly

  Returns one cost anomaly, including its cost impact, severity, affected service, contributing SKUs and resources, and review status.

• Action
  Get budget

  Returns a budget's configuration and its current and forecasted utilization. An error occurs if the budget is not found.

• Action
  Get invoice

  Returns the full details of an invoice by its invoice number, including status, amounts, due date and line items. A cancelled invoice or credit memo is returned with status CANCELED.

• Action
  List alerts

  Returns the alerts your DoiT account has access to, optionally filtered by owner or name and sorted.

• Action
  List allocations

  Returns the cost allocations your DoiT account has access to, optionally filtered by type, owner, name or folder.

• Action
  List annotations

  Returns the Cloud Analytics annotations your DoiT account has access to, with their content, date, associated reports and labels.

• Action
  List anomalies

  Returns the cloud cost anomalies DoiT detected, optionally filtered by time window, service, billing account, platform or severity.

• Action
  List assets

  Returns the customer's assets in DoiT, such as Google Cloud billing accounts, Workspace subscriptions and AWS accounts, optionally filtered by a filter expression.

• Action
  List budgets

  Returns the budgets your DoiT account can access, each with its amount, utilization and risk status.

• Action
  List CloudFlows

  Returns the CloudFlows in the DoiT account, with each flow's name, published state, trigger type and last run status.

• Action
  List invoices

  Returns the current and historical invoices for your organization, newest first, optionally filtered by platform, due date, status or creation time.

• Action
  List labels

  Returns the Cloud Analytics labels your DoiT account can access, optionally filtered by name or type and sorted.

• Action
  List reports

  Returns the Cloud Analytics reports your DoiT account can access, newest first, with optional filtering by name, owner, type, folder or creation time.

• Action
  Query Cloud Analytics

  Runs a one-off Cloud Analytics query with the configuration you supply and returns the result columns and rows, without saving a report.

• Action
  Run CloudFlow

  Starts a run of a published CloudFlow and returns the new run, which begins in pending status.

• Action
  Run Report

  Runs a saved Cloud Analytics report and returns its results: the column schema and the result rows, plus the report's name, owner and labels.

• Action
  Update alert

  Updates an existing DoiT alert's name, threshold settings or notification recipients. Only the values you fill in are changed.

• Action
  Update budget

  Updates an existing DoiT budget. Only the values you supply are changed; everything else on the budget is kept.

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