Connect Casebook to Iucto

Both apps 42Casebook 17Iucto 25

• 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 attachment

  Uploads a file (up to 5 MB) and attaches it to an iÚčto document or contact.

• Action
  Add bank transaction

  Imports a new bank transaction into iÚčto. iÚčto automatically tries to match it with existing documents by variable symbol and amount.

• Action
  Add customer

  /customer - create an address-book customer.

• Action
  Add issued credit note

  /creditnote_issued - create a credit note.

• Action
  Add issued invoice

  /invoice_issued - create an issued invoice.

• Action
  Add issued proforma invoice

  Creates an issued proforma (advance) invoice in iÚčto. The invoice must have at least one item.

• Action
  Add price list item

  /price_list - create a price list item.

• Action
  Add received invoice

  /invoice_received - create a received invoice.

• Action
  Add received payment

  /payment_received - record a received payment.

• Action
  Add supplier

  Adds a supplier to the iÚčto address book.

• Action
  Delete customer

  Deletes a customer from the iÚčto address book. Fails if the customer is linked to an invoice, payment or other record.

• Action
  Delete issued invoice

  Deletes an issued invoice. Invoices linked to another record, in a closed accounting/VAT period, or sent to EET cannot be deleted.

• Action
  Get attachment

  Returns one file attachment: its name, type and size.

• Action
  Get customer

  Retrieves the full detail of one customer, including address and invoicing preferences.

• Action
  Get issued credit note

  Returns one issued credit note with its number, total and line items.

• Action
  Get issued invoice

  Retrieves the details of an issued invoice by its ID.

• Action
  Get issued invoice PDF

  Downloads the PDF of an issued invoice.

• Action
  Get issued proforma invoice

  Returns one issued proforma invoice with its number, total and line items.

• Action
  List bank accounts

  Lists the bank accounts set up in the iÚčto company.

• Action
  List customers

  Returns all customers in the iÚčto address book, optionally narrowed by name, company ID, email, VAT ID, phone, bank account, customer group or external code.

• Action
  List price list items

  Lists the items in your iÚčto price list, including hidden ones, optionally filtered by stock tracking, bar code or external code.

• Action
  List suppliers

  Lists suppliers in the iÚčto address book, optionally filtered by name, IČO, email, DIČ, VAT-payer status, phone, bank account, supplier group or external code.

• Action
  Send issued invoice by email

  Sends an issued invoice by email to the given recipients with a link to the invoice, optionally attaching the invoice PDF and delivery note PDF.

• Action
  Update customer

  Updates an existing customer in iÚčto. The customer record is overwritten with the values supplied.

• Action
  Update issued invoice

  Overwrites an issued invoice in iÚčto with the values supplied. The whole invoice is replaced, so supply every required field and the complete list of items.

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