Connect Casebook to PeopleForce

Both apps 35Casebook 17PeopleForce 18

• 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
  Create Candidate

  Creates a new candidate in PeopleForce recruitment and returns the candidate record.

• Action
  Create Employee

  Creates an employee in PeopleForce and returns the new employee record.

• Action
  Create Employee Position

  Adds a new position record to a PeopleForce employee, such as a promotion or transfer.

• Action
  Create Employee Salary

  Adds a new salary record to an employee in PeopleForce and returns the created record.

• Action
  Create Leave Request

  Creates a leave request for an employee, optionally skipping the approval flow.

• Action
  Create Task

  Creates a task in PeopleForce and assigns it to an employee, with a start date and an optional description and end date.

• Action
  Find Candidate

  Returns the PeopleForce candidates that match the criteria you provide, such as email, phone number, skill, vacancy or pipeline stage.

• Action
  Find Employee

  Returns the employees that match the emails, employee numbers, IDs, manager, legal entity, status or dates you specify.

• Action
  List Employee Positions

  Returns the position records of an employee in PeopleForce.

• Action
  List Employees

  Returns employees in PeopleForce, optionally narrowed by status, dates, manager, legal entity, emails, employee numbers or ids.

• Action
  List Employee Salaries

  Returns the salary records of an employee.

• Action
  List Leave Types

  Returns the leave types defined in the PeopleForce account.

• Action
  List Termination Reasons

  Returns the termination reasons defined in the PeopleForce account.

• Action
  List Termination Types

  Returns the termination types defined in the PeopleForce account.

• Action
  Terminate Employee

  Terminates a PeopleForce employee with the given effective date, termination type and reason, and returns the updated employee.

• Action
  Update Employee

  Updates an existing employee profile in PeopleForce and returns the updated employee.

• Action
  Update Employee Position

  Updates an existing position record on an employee in PeopleForce and returns the updated record.

• Action
  Update Employee Salary

  Updates an existing salary record on an employee.

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