Connect Casebook and Everhour

Both apps 44Casebook 17Everhour 27

• 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 Client

  Triggers when a new client is created.

• Trigger
  New Task

  Triggers when a new task created.

• Trigger
  Project updated

  Webhook event api:project:updated.

• Trigger
  Task updated

  Webhook event api:task:updated.

• Trigger
  Timer Stopped

  Triggers when a running timer is stopped. Timer should be with a task.

• Action
  Add assignment

  /resource-planner/assignments. Schedule a user on a project/task.

• Action
  Add expense

  /expenses. Create an expense.

• Action
  Add invoice

  /invoices. Create an invoice for a project/client.

• Action
  Add Time

  Adds your time to a task.

• Action
  Create Client

  Creates a new client.

• Action
  Create Project

  Creates a new project.

• Action
  Delete project

  /projects/{id}.

• Action
  Delete time record

  /tasks/{id}/time. Delete time record for a date/user.

• Action
  Find Internal Project

  Finds a project for creating task/section by name

• Action
  Find Member

  Finds a member by name.

• Action
  Find Project

  Finds a project by name

• Action
  Find Section

  Finds a section by name.

• Action
  Find Task

  Finds a task by name.

• Action
  Get running timer

  Returns the currently running timer for the connected user.

• Action
  List Assignments

  Lists resource-planner assignments, optionally filtered by project, user and date range.

• Action
  List clients

  /clients. Returns all clients.

• Action
  List Expenses

  Lists the team's expenses, each with id, date, amount, category, project, billable and details.

• Action
  List invoices

  /invoices. Returns all invoices.

• Action
  Update client

  /clients/{id}. Update a client's name, business details, etc.

• Action
  Update project

  /projects/{id}. Update project name, users, billing etc.

• Action
  Update task estimate

  /tasks/{id}/estimate. Set a task's time estimate.

• Action
  Update time record

  /tasks/{id}/time. Update time on a task for a date/user.

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