Connect Casebook and Nimbata

Both apps 28Casebook 17Nimbata 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.

• Trigger
  New form submission

  Triggers when a new form submission is received in a Nimbata project.

• Action
  Add tag

  Creates a new tag in a tag category of a Nimbata project, ready to be applied to calls and form submissions.

• Action
  Add tags to call

  Adds one or more tags to a call and keeps the tags it already has. Returns the call's full list of tag IDs after the change.

• Action
  Get call

  Returns an inbound call's details, including its attribution, call-flow information and custom field values.

• Action
  Get lead

  Returns one lead with its phone numbers, emails, and first and last interaction details. If the lead was merged into another, returns the surviving lead.

• Action
  Get tracking number

  Returns one tracking number from a project, looked up by its ID or phone number, including its status, line type, country, call flow and tracking source.

• Action
  List calls

  Returns the inbound and outbound calls of a project, newest first, optionally narrowed by date range, caller, tracking number, outcome or campaign.

• Action
  List form submissions

  Returns the form submissions recorded in a Nimbata project, optionally narrowed by form, date range, attribution, device, tag or value.

• Action
  List leads

  Returns the identified leads in a Nimbata project, most recent interaction first, optionally narrowed to one phone number or email address.

• Action
  List SMS messages

  Returns a project's SMS messages, newest first, optionally filtered by date range, direction, status or phone number.

• Action
  List tracking numbers

  Returns the tracking numbers in a Nimbata project, optionally narrowed by a name or phone number search.

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