Connect Casebook and Google Sheets

Both apps 79Casebook 17Google Sheets 62

• 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
  Aggregate Metric Changed

  Fires when an aggregate metric (sum/avg/count/…) over a column changes.

• Trigger
  Cell Range Values Changed

  Fires when the values in a specific cell range change.

• Trigger
  Conditional Format Rule Changed

  Fires when a conditional-format rule changes.

• Trigger
  Data Validation Rule Changed

  Fires when a data-validation rule changes.

• Trigger
  Developer Metadata Changed

  Fires when developer metadata changes.

• Trigger
  Filtered Range Values Changed

  Fires when the values in a filtered range change.

• Trigger
  New Rows

  Fires when new rows are appended to a Google Sheet.

• Trigger
  New Sheet Added

  Fires when a new sheet (tab) is added to a spreadsheet.

• Trigger
  New Spreadsheet Created

  Fires when a new spreadsheet is created in the account.

• Trigger
  Spreadsheet Metadata Changed

  Fires when spreadsheet metadata changes.

• Trigger
  Spreadsheet Properties Changed

  Fires when spreadsheet properties change.

• Trigger
  Spreadsheet Row Changed

  Fires when a row matching a query changes.

• Trigger
  Spreadsheet Search Match

  Fires when a spreadsheet matching search criteria is found.

• Trigger
  Table Query Result Changed

  Fires when the result of a SQL-style table query changes.

• Trigger
  Table Schema Changed

  Fires when a table's column schema changes.

• Trigger
  Worksheet Names Changed

  Fires when worksheet (tab) names change.

• Action
  Add Row

  Append a row to a Google Sheet

• Action
  Aggregate Column Data

  Read a range and compute an aggregate (sum|avg|min|max|count) over one column, skipping blank/non-numeric cells (so a header row is skipped automatically).

• Action
  Auto-Resize Rows or Columns

  Auto-fit row heights or column widths over an index range via autoResizeDimensions.

• Action
  Change Sheet Properties

  Update a worksheet's grid properties (row/column count) using an explicit field mask.

• Action
  Clear Basic Filter

  Remove the basic filter from a sheet via clearBasicFilter.

• Action
  Clear Spreadsheet Row(s)

  Clear the values in a range (formatting preserved).

• Action
  Copy Range

  Copy a source cell range to a destination range within the spreadsheet.

• Action
  Copy Worksheet

  Copy a worksheet into a destination spreadsheet.

• Action
  Create Chart

  Add a basic embedded chart (column/bar/line/etc.) built from a domain range and a series range on a sheet. Returns the new chartId.

• Action
  Create Conditional Formatting Rule

  Add a boolean conditional formatting rule (e.g. NUMBER_GREATER) that colors matching cells.

• Action
  Create Multiple Spreadsheet Rows

  Append many rows in one call.

• Action
  Create Spreadsheet

  Create a new Google Sheets spreadsheet with the given title.

• Action
  Create Spreadsheet Column

  Insert a blank column at a given index.

• Action
  Create Spreadsheet Row

  Append a single row of values to a sheet range.

• Action
  Create Spreadsheet Row at Top

  Insert a blank row just below the header (row 2), then write the given values into it in one operation.

• Action
  Create Worksheet

  Add a new worksheet (tab) to an existing spreadsheet.

• Action
  Delete Chart

  Delete an embedded chart via deleteEmbeddedObject.

• Action
  Delete Sheet

  Delete a worksheet from a spreadsheet by sheetId (gid).

• Action
  Delete Spreadsheet Row(s)

  Delete a contiguous block of rows by index.

• Action
  Find and Replace

  Find and replace text across the spreadsheet. Supply EXACTLY ONE scope: all_sheets=true OR sheet_id. Leave the other unset (do not pass all_sheets=false together with sheet_id).

• Action
  Find Spreadsheet

  Find spreadsheets by exact name via the Drive API (cross-host through the googlesheets connection).

• Action
  Find Worksheet

  Return the worksheet whose title matches the given title (sheet_id/index/found), reading the spreadsheet's sheet properties.

• Action
  Format Cell Range

  Apply background color and bold formatting to a cell range via repeatCell.

• Action
  Format Spreadsheet Row

  Apply a background color across an entire row via repeatCell over a row range.

• Action
  Get Conditional Format Rules

  List all conditional-format rules on each sheet (paired with the sheetId so a follow-up update can target a rule by index).

• Action
  Get Data Range

  Read all values in one or more ranges via batchGet.

• Action
  Get Data Validation Rules

  Read the data-validation rule set on every cell of a range (per-cell dataValidation, via includeGridData with a field mask).

• Action
  Get Many Spreadsheet Rows (Advanced)

  Read multiple ranges at once via batchGet.

• Action
  Get Row by ID

  Read a single row range. NOTE: Google Sheets has no row ID; the row number IS the identity.

• Action
  Get Sheet Names

  Return the titles of all sheets (tabs) in the spreadsheet.

• Action
  Get Spreadsheet by ID

  Fetch spreadsheet metadata (title, sheets, gids, grid properties).

• Action
  List Charts

  List all embedded charts (chartId + title) across every sheet in the spreadsheet.

• Action
  Lookup Spreadsheet Row

  Read a range and return the FIRST row whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows).

• Action
  Lookup Spreadsheet Rows (Advanced)

  Read multiple ranges via batchGet and return ALL rows whose cell at column_index equals match_value (Sheets has no server-side filter; this op filters the returned rows).

• Action
  Move Chart

  Reposition an embedded chart to a new overlay anchor cell via updateEmbeddedObjectPosition.

• Action
  Rename Sheet

  Rename a worksheet's title.

• Action
  Search Spreadsheets

  Search spreadsheets by name substring (or full-text) via the Drive API, cross-host through the googlesheets connection.

• Action
  Set Basic Filter

  Apply a basic filter to a range on a sheet via setBasicFilter.

• Action
  Set Data Validation

  Apply a ONE_OF_LIST dropdown data-validation rule to a cell range.

• Action
  Sort Range

  Sort a cell range by one column in ascending or descending order.

• Action
  Update Chart

  Replace an existing chart's spec (title, chart type, domain/series ranges) via updateChartSpec.

• Action
  Update Conditional Format Rules

  Replace an existing conditional-format rule (identified by its index on the sheet) with a new boolean rule.

• Action
  Update Data Validation Rule

  Overwrite the data-validation rule on a cell range with a ONE_OF_LIST dropdown (same endpoint as create; setDataValidation replaces whatever rule the range held).

• Action
  Update Spreadsheet Row

  Overwrite the values at a specific range.

• Action
  Update Spreadsheet Row(s)

  Update one or more disjoint ranges in a single batch.

• Action
  Upsert Row

  Read a range, find the row whose column_index cell equals match_value; UPDATE that row when found, otherwise APPEND a new row. One adaptive write request (method+path chosen by the match script).

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