Connect Casebook to Luma

Both apps 36Casebook 17Luma 19

• 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 event

  Adds an existing event to your Luma calendar — either a Luma event you manage or an event hosted on another platform. The event is approved right away unless you choose to keep it pending for admin review.

• Action
  Add guests

  Adds one or more guests to a Luma event, optionally assigning ticket types, an approval status, and whether Luma emails them. Returns any guests Luma skipped.

• Action
  Add host

  Adds a host to a Luma event, as a manager or as check-in staff, by email address.

• Action
  Add ticket type

  Creates a new ticket type (free or paid) for a Luma event. Paid ticket types require the calendar to have a connected Stripe account.

• Action
  Apply contact tag

  Applies a contact tag to existing contacts on your Luma calendar, identified by user ID or email. Does not create new contacts.

• Action
  Block contact

  Blocks a contact on your Luma calendar so they can't follow it or join its events, and stop receiving your invites and newsletters.

• Action
  Cancel event

  Cancels a Luma event. The event is permanently deleted, all guests are notified, and paid guests can optionally be refunded.

• Action
  Create Calendar Person

  Adds a person to your Luma calendar as a contact by email, optionally with a name and contact tags, so you can invite them to events and send newsletters.

• Action
  Get calendar

  Returns the details of the Luma calendar your connected API key belongs to, including its name, URL, location, social handles and default event settings.

• Action
  Get event

  Returns the details of a Luma event, including its schedule, location, visibility, hosts and, for events you manage, guest counts by status.

• Action
  Get guest

  Returns one guest of a Luma event, looked up by guest ID, ticket key, guest key or email, including their approval status, registration answers and tickets.

• Action
  Import contacts

  Imports contacts into your Luma calendar so you can invite them to events and send them newsletters, optionally tagging them.

• Action
  List contacts

  Returns the contacts (people) on your Luma calendar, optionally filtered by a name/email search, tags or membership status.

• Action
  List events

  Returns the events on your Luma calendar, optionally filtered by date range, submission status, platform and access level.

• Action
  List guests

  Returns the guests who have registered for or been invited to a Luma event, with their approval status, contact details, registration answers and tickets.

• Action
  List ticket types

  Returns every ticket type set up for a Luma event, including its name, price and capacity.

• Action
  Send invites

  Sends people an email invite (and an SMS if their phone is linked to Luma) to a Luma event. Returns any invitees who were skipped because they unsubscribed, were removed, or are blocked.

• Action
  Update event

  Updates an existing Luma event's details, such as its name, time, location, description, capacity, registration settings and page appearance. Fields left blank keep their current values.

• Action
  Update guest status

  Changes a guest's registration status for a Luma event — approve (Going), decline, move back to pending approval, or waitlist — optionally refunding a paid guest and adding a personal note to the notification email.

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