Connect Casebook and Pinpoint

Both apps 39Casebook 17Pinpoint 22

• 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
  Application Stage Update

  Triggers when an application moves to a different hiring stage in Pinpoint.

• Trigger
  New Application

  Triggers when a new job application is submitted in Pinpoint.

• Trigger
  New Job

  Triggers when a new job is created in Pinpoint, returning the job's details and custom field values.

• Trigger
  New Talent Pipeline Candidate

  Triggers when a new candidate is added to your talent pipeline (job seekers) in Pinpoint.

• Action
  Add application

  Creates a new application (candidate applying) for a job in Pinpoint.

• Action
  Add comment

  Adds a comment to an application, candidate or job seeker in Pinpoint and returns the new comment.

• Action
  Add job

  Creates a new job in Pinpoint with its title, description, compensation, application form settings and organisational links.

• Action
  Add requisition

  Creates a requisition in Pinpoint from a requisition template and returns the new requisition.

• Action
  Get application

  Returns a single application by its id, optionally with related records such as the candidate, job, stage and custom attributes.

• Action
  Get candidate

  Returns a single Pinpoint candidate by ID, with optional related applications, job seekers, skills, HRIS references and custom attributes.

• Action
  Get job

  Returns one job by its id, including its custom field values and any related records you ask for.

• Action
  List applications

  Returns applications in your Pinpoint account, optionally filtered by job, candidate, stage, dates or other criteria.

• Action
  List candidates

  Returns the candidates in your Pinpoint account, optionally narrowed by creation or update date, phone number, external reference or blocked status.

• Action
  List comments

  Returns comments left on applications, candidates, jobs and other records in Pinpoint, optionally filtered by the record they belong to or by date.

• Action
  List interviews

  Returns interviews scheduled in Pinpoint, optionally filtered by time, application or attendance.

• Action
  List job postings

  Returns the job postings in your Pinpoint account, with optional filters for status, job, department, division, location, employment type, workplace type and dates.

• Action
  List jobs

  Returns the jobs in your Pinpoint account, optionally filtered by status, department, location, dates and more.

• Action
  List requisitions

  Returns the requisitions in your Pinpoint account, with optional filters by identifier and by created or updated date.

• Action
  List users

  Returns the users in your Pinpoint account, optionally filtered by email, employee status or the jobs they manage, create or interview for.

• Action
  Update application

  Updates an existing application's candidate details, address, hire date, start date or attached CV and cover letter.

• Action
  Update candidate

  Updates an existing candidate's personal and contact details in Pinpoint.

• Action
  Update job

  Updates an existing job in Pinpoint, including its details, compensation, application form settings, organisational placement and custom fields, and returns the updated job.

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