Connect Casebook and Feathery

Both apps 30Casebook 17Feathery 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
  Data Received

  Triggers when an end user submits or updates data on a Feathery form.

• Trigger
  Form Completion

  Triggers when an end user completes a Feathery form.

• Action
  Create Hidden Field

  Creates a hidden field in your Feathery account.

• Action
  Create or Fetch User

  Creates a Feathery end user with the given ID, or returns the existing user, including its SDK key.

• Action
  Create or Update Submission

  Sets field values for a Feathery user and initializes submissions on the given forms.

• Action
  Delete User

  Deletes a Feathery end user and their submissions.

• Action
  Get User Field Data

  Returns every field value a Feathery user submitted across forms.

• Action
  Get User Form Session

  Returns a Feathery user's form session: every form they are working on and their progress.

• Action
  List Document Templates

  Returns document templates uploaded by your Feathery team, optionally filtered by name or tags.

• Action
  List Forms

  Returns your Feathery forms, optionally filtered by tags or active status.

• Action
  List Form Submissions

  Returns submissions for a Feathery form, optionally filtered by user, completion and update time.

• Action
  List Hidden Fields

  Returns all hidden fields in your Feathery account.

• Action
  List Users

  Returns your Feathery end users, optionally filtered by creation time or a field value.

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