Connect Casebook to PDF Generator API

Both apps 33Casebook 17PDF Generator API 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.

• Action
  Add form

  Create a new form.

• Action
  Add template

  Creates a new template in the workspace of the connected account. Leave the layout and pages blank to create an empty template you can design later in the editor.

• Action
  Add workspace

  Creates a regular workspace with the identifier you supply.

• Action
  Convert HTML to PDF

  Converts HTML content to a PDF document and returns it base64-encoded.

• Action
  Convert URL to PDF

  Convert a web page URL to a PDF.

• Action
  Delete document

  Delete a stored document from PDF Generator API's Document Storage.

• Action
  Delete template

  Deletes a template from the workspace.

• Action
  Generate document

  Merges a template with your data and returns the generated document as base64 content or a temporary public URL.

• Action
  Generate QR code

  Generate a QR code image asset.

• Action
  Get document

  Returns a document stored in Document Storage: its public URL and file details.

• Action
  Get template

  Returns the configuration of a template: name, tags, draft status, layout, pages and components, data settings and editor preferences.

• Action
  List documents

  Lists documents generated and stored in PDF Generator API (only documents generated with the URL/storage output option). Optionally filter by template and date range.

• Action
  List forms

  Returns the forms available for the organization.

• Action
  List templates

  Retrieve all templates in the workspace.

• Action
  List workspaces

  Returns the workspaces in your PDF Generator API organization.

• Action
  Update template

  Replaces a template's configuration. Layout and pages are replaced as a whole, not merged.

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