Connect Casebook to Hippo

Both apps 30Casebook 17Hippo 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.

• Action
  Add custom event

  Create a custom event for a user (Automation/Create custom event in Hippo Postman docs): app_secret_key, user_unique_key, event_type, etc.

• Action
  Create Conversation

  Creates a new conversation in the system

• Action
  Create or Update User

  Create a new user or update an existing one

• Action
  Create Summary of Ticket History

  Creates a summary of all notes and comments added in the ticket

• Action
  Create Ticket

  Creates a new ticket in the system

• Action
  Get ticket

  Get ticket details by ticket_id. POST to Hippo ticketing API (Ticketing/Get Ticket Details in the Postman docs) with ticket_id, app_secret_key.

• Action
  List conversations

  Fetch a customer's conversation list (Chat/Fetch customer conversation list): email, app_secret_key, start, limit.

• Action
  List messages

  Fetch messages and chat details for a channel (Chat/Fetch messages and chat details): channel_id, app_secret_key, start, limit.

• Action
  Send Broadcast to Users

  Sends broadcast messages through hippo

• Action
  Send Message

  Sends a message in an existing chat

• Action
  Update Due Date of Ticket

  Updates due date of an existing ticket

• Action
  Update Ticket Priority

  Updates the priority of a ticket

• Action
  Update Ticket Status

  Update status of a ticket

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