Connect Casebook to Harvestr

Both apps 33Casebook 17Harvestr 16

• 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.

• Action
  Add company

  Creates a company in Harvestr, optionally with an external id and segments.

• Action
  Add discovery

  Creates a discovery in Harvestr under a component or parent discovery.

• Action
  Add user

  Creates a user (feedback contributor) in Harvestr, optionally linked to a company and segments.

• Action
  Create Message

  Creates a feedback message in Harvestr, upserting the requester (user or company) and optional submitter.

• Action
  Get company

  Returns a single Harvestr company by its id or client id.

• Action
  Get discovery

  Returns a single Harvestr discovery by its ID, optionally including its custom field values and linked issues.

• Action
  Get message

  Returns a single Harvestr message (feedback item) by its id or client id.

• Action
  Get Submitters

  Returns a single submitter (user) in Harvestr by its ID, including contact details, company and segments.

• Action
  List companies

  Returns the companies in your Harvestr workspace, optionally filtered by creation or update date or by external identifier.

• Action
  List messages

  Returns messages from your Harvestr inbox, optionally filtered by date, channel, requester, feedback status or custom inbox.

• Action
  Search Discovery

  Searches Harvestr discoveries whose title contains the given text and returns the matching discoveries.

• Action
  Search Submitters

  Searches Harvestr submitters (users) by email, company, external ID or date range and returns the matches.

• Action
  Update company

  Updates a company's name, external identifier or segments in Harvestr.

• Action
  Update discovery

  Updates a discovery's state or parent in Harvestr and returns the updated discovery.

• Action
  Update message

  Updates a Harvestr message's labels or moves it between the new, processed and bin inboxes.

• Action
  Update user

  Updates an existing Harvestr user's name, email, phone, external id, company or segments.

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