Connect Casebook and Helpjuice

Both apps 39Casebook 17Helpjuice 22

• 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 Article

  Triggers when a new knowledge base article is published.

• Trigger
  New Category

  Triggers when a new knowledge base category is created.

• Trigger
  New User

  Triggers when a new Helpjuice user is created.

• Action
  Create Article

  Creates a knowledge base article in a category, as a draft unless published is set.

• Action
  Create Category

  Creates a knowledge base category, optionally nested under a parent category.

• Action
  Create Group

  Creates a Helpjuice user group.

• Action
  Create User

  Creates a Helpjuice user with a role, optionally adding them to groups.

• Action
  Delete Article

  Deletes a knowledge base article.

• Action
  Delete Category

  Deletes a knowledge base category.

• Action
  Delete Group

  Deletes a Helpjuice user group.

• Action
  Delete User

  Deletes a Helpjuice user.

• Action
  Find Articles

  Finds knowledge base articles, optionally filtered by category, publish status or update date.

• Action
  Find Users

  Finds Helpjuice users by email, name or role.

• Action
  Get Article

  Returns one knowledge base article by its ID, including its body, visibility and publish status.

• Action
  Get Category

  Returns one knowledge base category with its published and draft articles.

• Action
  Get Group

  Returns one Helpjuice user group and its members.

• Action
  Get User

  Returns one Helpjuice user by ID.

• Action
  List Categories

  Returns the knowledge base's categories, optionally for one language.

• Action
  Search Knowledge Base

  Searches the knowledge base and returns matching articles with short answer samples.

• Action
  Update Article

  Updates an existing knowledge base article's title, body, visibility or publish status.

• Action
  Update Category

  Updates a knowledge base category's name, description, parent or accessibility.

• Action
  Update User

  Updates a Helpjuice user's name, email or role.

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