Connect Casebook to Ironclad

Both apps 30Casebook 17Ironclad 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
  Create Record

  Creates a new contract record in Ironclad with the record type, name and metadata properties you provide, and returns the new record.

• Action
  Create Workflow Comment

  Posts a comment to a workflow's activity feed in Ironclad, optionally replying to an existing comment or @-mentioning users.

• Action
  Delete Record

  Deletes an existing record from the Ironclad repository.

• Action
  Find a Record

  Finds contract records in Ironclad by search text or filter formula and returns the matching records.

• Action
  Find a Workflow

  Returns up to 100 workflows that match the search text, filter formula, status, template or last-updated date you specify.

• Action
  Get record

  Returns a single Ironclad record with its properties, attachments, links and contract status.

• Action
  Get workflow

  Returns one Ironclad workflow, including its attributes, current step, status, roles, and approval and signature state. An error occurs if the workflow is not found.

• Action
  Get Workflow Approvals

  Returns the approval groups and approver roles on an Ironclad workflow, with each reviewer's status.

• Action
  Launch New Workflow

  Launches a new Ironclad workflow from a published workflow template and returns the launched workflow.

• Action
  Send signature request

  Sends the signature packet of an Ironclad workflow out for signature and returns the workflow's resulting sign status and signers.

• Action
  Update Record

  Updates an existing Ironclad contract record: changes its name or type, sets or removes properties, and manages its links, parent and child records.

• Action
  Update Workflow

  Updates the attributes of an Ironclad workflow that is in the Review step, setting or clearing values, and returns the updated workflow.

• Action
  Update Workflow Approval

  Sets an approver role's approval status on a workflow to approved or pending. Works only during the Review step, when that role's approval group is active.

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