Connect Casebook and Keygen

Both apps 58Casebook 17Keygen 41

• 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
  License Created

  Fires when a license is created in Keygen.

• Trigger
  License Deleted

  Triggers when a license is deleted.

• Trigger
  License Expired

  Triggers when a license has expired.

• Trigger
  License Expiring

  Triggers when a license is expiring soon.

• Trigger
  License Renewed

  Triggers when a license is renewed.

• Trigger
  License Used

  Triggers when a license's usage is incremented.

• Trigger
  Machine Activated

  Triggers when a machine is activated.

• Trigger
  Machine Deactivated

  Triggers when a machine is deactivated.

• Trigger
  New Event

  Triggers when a new event like a license validation, an activation, or an expiration occurs.

• Trigger
  Password Reset

  Triggers when a user requests a password reset.

• Trigger
  Release Created

  Triggers when a new release is created.

• Trigger
  Release Published

  Triggers when a release is published.

• Trigger
  User Created

  Triggers when a new user is created.

• Action
  Activate Machine

  Activates a new machine for a license using a known fingerprint.

• Action
  Add Release

  creates a new release (version, channel, product relationship) for a product; fires the release.created webhook event.

• Action
  Checkout License

  Checks out a license file.

• Action
  Checkout Machine

  Checks out a machine file.

• Action
  Create License

  Creates a new license according to a policy.

• Action
  Create Policy

  Creates a license policy for a Keygen product.

• Action
  Create Product

  Creates a product in Keygen.

• Action
  Create Release

  /releases with version, channel and product relationship (status DRAFT): creates a draft release for a product, which Publish Release can then publish.

• Action
  Create Token

  Creates a new API token for a license.

• Action
  Create User

  Creates a new user.

• Action
  Deactivate Machine

  deactivates (deletes) a machine, firing machine.deleted.

• Action
  Delete License

  Permanently deletes a license.

• Action
  Find License

  Finds an existing license by its license key or Keygen ID.

• Action
  Find User

  Finds an existing user by their email address or Keygen ID.

• Action
  Get Token

  Retrieves a single API token by its id, returning its kind, name, expiry and permissions.

• Action
  Increment License Usage

  /v1/accounts/{account}/licenses/{id}/actions/increment-usage with optional body {"meta":{"increment":N}} — increments the license's uses count (fires license.usage.incremented).

• Action
  List Entitlements

  Lists a license's entitlements by license key or license ID.

• Action
  List Policies

  Lists the policies in the Keygen account.

• Action
  Publish Release

  moves a draft release to PUBLISHED status; fires the release.published webhook event.

• Action
  Reinstate License

  Reinstates a suspended license.

• Action
  Renew License

  Renews a license by extending its expiration date.

• Action
  Request Password Reset

  /v1/accounts/{account}/passwords with meta.email (and meta.deliver=false) — the Forgot Password call; issues a reset token for the user and fires the user.password-reset webhook event.

• Action
  Reset License Usage

  Resets a license's usage counter.

• Action
  Suspend License

  Suspends a license.

• Action
  Transfer License

  Transfer an existing license to a different policy.

• Action
  Update License

  Updates a license.

• Action
  Update Machine

  Updates a machine.

• Action
  Update User

  Updates a user.

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