Connect Casebook to Missive

Both apps 28Casebook 17Missive 11

• 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 shared label

  Creates a shared label in a Missive organization, optionally nested under a parent label and shared with the organization, a team or specific users.

• Action
  Create Draft

  Creates an email, SMS, WhatsApp, Live Chat or custom-channel draft in Missive, in a new conversation or as a reply to an existing one. The draft can be left for editing, sent immediately, or scheduled for later.

• Action
  Create Post

  Creates a post in a new or existing Missive conversation, optionally closing, reopening, assigning, labelling or moving that conversation at the same time.

• Action
  Create Task

  Creates a task in Missive — a standalone task assigned to a team or users, or a subtask inside a conversation.

• Action
  Get conversation

  Returns a single Missive conversation, including its subject, assignees, users, shared labels, team and message counts.

• Action
  Get task

  Returns a single Missive task by its id, including its title, description, state, due date, assignees and team.

• Action
  List conversations

  Returns the conversations in a Missive mailbox, shared label or team inbox, newest activity first, optionally narrowed to one contact email, domain or contact organization.

• Action
  List users

  Returns the users in the Missive organizations you belong to, optionally limited to one organization.

• Action
  Merge conversations

  Merges one conversation into another. The source conversation's messages, comments and other entries join the target conversation; this cannot be undone.

• Action
  Update conversation

  Updates a conversation without adding a post: rename it, recolor it, close or reopen it, move it to an inbox or team, assign users, or add and remove shared labels.

• Action
  Update Task

  Updates an existing Missive task's title, description, state, assignees, team or due date. 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.