Connect Casebook to Onfleet

Both apps 45Casebook 17Onfleet 28

• 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 hub

  Create a new hub location.

• Action
  Add team

  Creates a new team in the Onfleet organization.

• Action
  Clone Task

  Clone an existing task by ID.

• Action
  Create Destination

  Create a destination (address).

• Action
  Create Recipient

  Create a recipient.

• Action
  Create Task

  Create a delivery/pickup task in Onfleet.

• Action
  Create Worker

  Create a worker (driver).

• Action
  Delete Task

  Delete a task by ID.

• Action
  Delete team

  Deletes a team from the Onfleet organization.

• Action
  Delete worker

  Deletes a worker from the Onfleet organization. Workers with an active task cannot be deleted until the task has been completed.

• Action
  Find Recipient by Name

  Find a recipient by name.

• Action
  Find Recipient by Phone

  Find a recipient by phone number.

• Action
  Get Destination

  Retrieve a destination by ID.

• Action
  Get Organization

  Retrieve details of your own Onfleet organization.

• Action
  Get Recipient

  Retrieve a recipient by ID.

• Action
  Get Task

  Retrieve a single task by its Onfleet ID.

• Action
  Get Task by Short ID

  Retrieve a single task by its shortId.

• Action
  Get Team

  Retrieve a single team by ID.

• Action
  Get Worker

  Retrieve a single worker by ID.

• Action
  List Hubs

  List all hubs in the organization.

• Action
  List Tasks

  List tasks in a time range. from is required (ms epoch); optional to and state filters.

• Action
  List Teams

  List all teams in the organization.

• Action
  List Workers

  List all workers (drivers) in the organization.

• Action
  Update hub

  Update an existing hub's name or address.

• Action
  Update Recipient

  Update a recipient by ID.

• Action
  Update Task

  Update an existing task by ID.

• Action
  Update team

  Update an existing team's name, workers or hub.

• Action
  Update worker

  Updates an existing Onfleet worker (driver): name, teams, display name, capacity, vehicle, routing address and metadata. A worker's phone number cannot be changed through the API.

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