Connect Casebook to Pocketalert

Both apps 30Casebook 17Pocketalert 13

• 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 application

  Create an application used to categorize messages.

• Action
  Add message

  Sends a push notification to every device on the Pocket Alert account, or to one device. Can optionally be scheduled for later delivery.

• Action
  Delete application

  Delete an application by id.

• Action
  Delete form

  Permanently deletes a form. Its public link stops working at once; messages the form already produced are kept.

• Action
  Delete message

  Delete a message by tid.

• Action
  Get application

  Retrieve a single application by id.

• Action
  Get message

  Retrieves a single Pocket Alert message by its id.

• Action
  List applications

  Lists all applications (notification channels) on the Pocket Alert account.

• Action
  List forms

  Lists every form in the Pocket Alert account, newest first.

• Action
  List messages

  List sent messages.

• Action
  Submit form

  Submit a response to a Pocket Alert form. The submission becomes a message on the form owner's account and is pushed to their phone.

• Action
  Update application

  Update an application.

• Action
  Update form

  Updates an existing Pocket Alert form. Only the values you supply change; everything else on the form keeps its current value.

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