Connect Casebook to Pipeless Recommendations

Both apps 25Casebook 17Pipeless Recommendations 8

• 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 Event

  Creates a single event linking a start object to an end object through a relationship (for example, a user who liked a post) in your Pipeless app.

• Action
  Create Events (With Line Item Support)

  Creates up to 10 events in one call, such as several line items a user purchased.

• Action
  Delete event

  Deletes the event(s) matching a start object, relationship type and end object.

• Action
  Delete object

  Deletes an object and all the relationships and events connected to it.

• Action
  Get Activity on Object

  Returns the activity that has taken place on an object, such as who followed or liked it.

• Action
  Get object

  Returns basic info (type, created and modified dates) for a single Pipeless object.

• Action
  List recent events

  Returns the most recent events (user–relationship–object interactions) that have been sent to your Pipeless app.

• Action
  Update object

  Updates an existing Pipeless object's id or its created/modified timestamps.

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