Connect Casebook and Iubenda

Both apps 30Casebook 17Iubenda 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 Consent

  Triggers when a new consent is recorded in the iubenda Consent Database.

• Trigger
  New Subject

  Triggers when a new subject is created in the iubenda Consent Database.

• Action
  Create a Legal Notice

  Creates a new version of a legal notice (such as a privacy policy) in the iubenda Consent Database.

• Action
  Create a New Consent

  Records a new consent for a person in the iubenda Consent Database, creating the subject if needed.

• Action
  Create a Subject

  Creates a subject (a person whose consents are tracked) in the iubenda Consent Database.

• Action
  Find Subjects

  Finds subjects in the iubenda Consent Database by exact email or by name.

• Action
  Get a Consent

  Returns one consent record, including its preferences, proofs and accepted legal notices.

• Action
  Get a Subject

  Returns one subject with their current consent preferences.

• Action
  List Consents

  Returns consent records, optionally filtered by subject or date range.

• Action
  List Legal Notices

  Returns the legal notices and their versions stored in the iubenda Consent Database.

• Action
  Update a Subject

  Updates a subject's email or name. Fields left blank are not changed.

• Action
  Update Preferences of a Subject

  Changes one consent preference of an existing subject by recording a new consent for them.

• Action
  Verify a Subject

  Marks an existing subject as verified, for example after a double opt-in.

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