Connect Casebook to Lunch Money

Both apps 39Casebook 17Lunch Money 22

• 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
  Create a Manual Account

  Creates a new manually-managed account in Lunch Money.

• Action
  Create a New Category or Category Group

  Creates a new category with the given name. If the is_group attribute is set to true, a category group is created. In this case, up to three child categories may be added to the newly-created category group.

• Action
  Create a New Tag

  Creates a new tag in your Lunch Money budget.

• Action
  Create a New Transaction

  Creates a new transaction with the given details. Amount, and Date are required. Other attributes may also be provided.

• Action
  Delete a Category or Category Group

  Deletes a category. By default this will fail if the category has dependencies such as existing transactions or child categories. Set force to true to delete the category even if it has dependencies.

• Action
  Delete a Manual Account

  Deletes a single manual account in Lunch Money, optionally along with its transactions, rules, recurring items and balance history.

• Action
  Delete a Tag

  Deletes a tag. By default this will fail if the tag has dependencies such as existing transactions or rules. Set force to true to delete the tag even if it has dependencies.

• Action
  Delete a Transaction

  Deletes the transaction with the specified ID. Will fail if the transaction is grouped or split.

• Action
  Get All Categories

  Retrieve all categories and category groups in the Lunch Money account.

• Action
  Get All Manual Accounts

  Retrieve a list of all manually-managed accounts associated with the user's account.

• Action
  Get All Tags

  Retrieves every tag in the Lunch Money account.

• Action
  Get All Transactions

  Retrieve a list of all transactions associated with a user's account. If called with no parameters, this endpoint will return the most recent transactions up to limit number of transactions.

• Action
  Get a Single Category

  Retrieves one category or category group by its ID. For a group, its categories are returned under children.

• Action
  Get a Single Manual Account

  Retrieves the details of the manually-managed account with the specified ID.

• Action
  Get a Single Tag

  Retrieves the details of a single tag by its ID.

• Action
  Get a Single Transaction

  Retrieves the details of the transaction with the specified ID.

• Action
  Get Current User

  Returns the Lunch Money user and budget associated with the connected account's access token.

• Action
  Get Summary

  Retrieves a summary of the budget for a date range: each category's budget configuration and activity, plus optional overall totals, per-period occurrences and the rollover pool.

• Action
  Update an Existing Category or Category Group

  Modifies the properties of an existing category or category group in Lunch Money. Only the fields you fill in are changed. A category cannot be converted into a group or vice versa.

• Action
  Update an Existing Manual Account

  Modifies the properties of an existing manual account in Lunch Money. Only the fields you fill in are changed.

• Action
  Update an Existing Tag

  Updates an existing tag in Lunch Money. Only the properties you fill in are changed.

• Action
  Update an Existing Transaction

  Modifies the properties of an existing transaction. Only the fields you fill in are changed.

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