Connect Casebook and LoginRadius

Both apps 37Casebook 17LoginRadius 20

• 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
  Account Blocked

  Triggers when a customer is blocked.

• Trigger
  Account Delete

  Triggers when an account is deleted.

• Trigger
  Email Verified

  Triggers when a customer completes Email Verification.

• Trigger
  New Email Added

  Triggers when a customer adds a new Email.

• Trigger
  New Registration

  Triggers when a customer registers.

• Trigger
  Password Changed

  Triggers when a customer changes their password.

• Trigger
  Password Reset

  Triggers when a customer resets their password.

• Trigger
  Password Set

  Triggers when the password is set on an account.

• Trigger
  Roles Assigned

  Triggers when roles are assigned to a customer.

• Trigger
  Roles Unassigned

  Triggers when roles are unassigned from a customer.

• Trigger
  UserName Set

  Triggers when a UserName is set on an account.

• Action
  Add account

  Register a new standard identity user account by email and password (Auth User Registration by Email).

• Action
  Delete account

  Deletes a LoginRadius customer account by its UID.

• Action
  Get account

  Retrieves the full profile of a LoginRadius user account by its UID.

• Action
  Login with email

  Authenticates a user with their email and password and returns an access token plus the user's profile.

• Action
  Login with username

  Signs a user in with their username and password and returns an access token plus their profile.

• Action
  Remove email

  Removes an email address from a LoginRadius user account, identified by the account's UID.

• Action
  Resend verification email

  Resends the verification email to a user so they can confirm their email address.

• Action
  Update account

  Updates an existing LoginRadius account's profile by its UID.

• Action
  Verify email

  Verifies a user's email address using the verification token LoginRadius sent in the verification email. Returns the user's profile when auto login after email verification is enabled in the Admin Console.

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