Connect Casebook and ilert

Both apps 30Casebook 17ilert 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
  New or Updated Incident

  Triggers when an incident (alert) on the chosen ilert alert source is created or changes: assigned, escalated, accepted, raised, commented on, resolved, or a responder is added or removed.

• Action
  Accept Incident

  Accepts a pending ilert alert (formerly called an incident) on behalf of the connected user, stopping its escalation, and returns the updated alert.

• Action
  Add Alert

  Creates an alert in ilert on the chosen alert source, which then escalates according to the source's escalation policy (or a policy or responders you specify).

• Action
  Add maintenance window

  Creates a maintenance window in ilert that suppresses alerts for the chosen alert sources and services between a start and end time.

• Action
  Create Incident

  Creates a new incident in ilert, optionally marking affected services and adding responders. Depending on the affected services, subscribers may be notified.

• Action
  Find User on Call

  Finds the user currently on call for an on-call schedule, along with the start and end of their current shift. Returns found=false when nobody is on call.

• Action
  Get alert

  Returns a single ilert alert by its id, including its summary, status, priority, alert source, escalation policy and responders.

• Action
  Get incident

  Returns a single ilert incident by its id, including its status, severity, affected services and responders.

• Action
  Get maintenance window

  Fetches a maintenance window by ID. An error occurs if the maintenance window is not found.

• Action
  List Alert Sources

  Returns all alert sources in your ilert account, including each source's integration type, integration key, status and escalation policy.

• Action
  List incidents

  Returns the incidents in your ilert account, optionally filtered by status, affected service, severity and declaration date.

• Action
  List users

  Returns the users in your ilert account, with their name, email, role and contact settings.

• Action
  Resolve Incident

  Resolves an ilert alert (formerly called an incident), closing it and stopping further escalation.

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