Connect Casebook and Microsoft Entra ID

Both apps 33Casebook 17Microsoft Entra ID 16

• 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 Group

  Triggers when a new group is created in your Microsoft Entra ID directory.

• Trigger
  New User

  Triggers when a new user is created in your Microsoft Entra ID directory.

• Action
  Add User to Group

  Adds a user as a member of a group in your Microsoft Entra ID directory.

• Action
  Create Group

  Creates a new security group or Microsoft 365 group in your Microsoft Entra ID directory.

• Action
  Create User

  Creates a new user in your Microsoft Entra ID directory with a starting password.

• Action
  Delete Group

  Deletes a group from your Microsoft Entra ID directory.

• Action
  Delete User

  Deletes a user from your Microsoft Entra ID directory. Deleted users can be restored for 30 days.

• Action
  Disable User

  Disables an existing user's account so they can no longer sign in. The user and their data are kept.

• Action
  Find Group

  Returns the groups whose name matches the name you give, either exactly or by how it starts, plus the first match on its own.

• Action
  Find User

  Finds a user in your Microsoft Entra ID directory whose email address or sign-in name matches the one you give. Returns nothing when no user matches.

• Action
  Get Group

  Fetches a group by ID. An error occurs if the group is not found.

• Action
  Get User

  Returns a user's profile from your Microsoft Entra ID directory by object ID or sign-in name.

• Action
  List Group Members

  Returns all direct members of a group: users, nested groups, devices and service principals.

• Action
  Remove User from Group

  Removes a user from a group in your Microsoft Entra ID directory.

• Action
  Update Group

  Updates the name, description or settings of a group in your Microsoft Entra ID directory. Fields left blank are not changed.

• Action
  Update User

  Updates the profile details of an existing user in your Microsoft Entra ID directory. Fields left blank are not changed.

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