Connect Casebook and McTime

Both apps 34Casebook 17McTime 17

• 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
  New Organization

  Triggered when a new organization is created in McTime.

• Action
  Add Assignment

  Adds a user to an organization with a role (or edits an existing assignment when an Assignment ID is given) in McTime.

• Action
  Add User

  Create (or edit, per vendor's add-or-edit semantics) a user.

• Action
  Create Client

  Creates a new client (an organization of type "client") in McTime.

• Action
  Create Organization

  Creates a new organization (project, client, branch, etc.) in McTime.

• Action
  Create Project

  Creates a new project in McTime. Projects are McTime organization units of type "project" that time entries can be booked against.

• Action
  Delete User

  Deletes a McTime user by ID. All of the user's time entries and payroll results are deleted too.

• Action
  Find Client

  Returns up to 50 McTime clients whose name contains the specified text.

• Action
  Find Organization

  Returns up to 50 organizations whose name contains the specified text.

• Action
  Find Project

  Returns up to 50 McTime projects whose name contains the specified text.

• Action
  Get Time Entry

  Retrieve a single McTime time entry by its ID.

• Action
  Get User

  Retrieves a single McTime user by id, including roles, address, export ids and employment details.

• Action
  List Assignments

  Lists a McTime user's assignments to organizations, grouped by role.

• Action
  List Time Entries

  Retrieve time entries within a date range, optionally filtered by user IDs.

• Action
  List Users

  Retrieves the users the authenticated McTime user is allowed to see, optionally filtered by user ids, organization, role and active status. Returns at most 20 users per page.

• Action
  Start Clocking

  Starts a running clock (stopwatch) for a McTime user. One user can have only one running clock at a time.

• Action
  Stop Clocking

  Stops the running McTime clock for a user, turning it into a normal time entry.

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