Connect Casebook to RentCheck

Both apps 37Casebook 17RentCheck 20

• 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 Building

  Create a building.

• Action
  Add Community

  Create a community.

• Action
  Add Maintenance report

  Create a maintenance report.

• Action
  Create Inspection

  Create Inspection

• Action
  Create Property

  Creates a new property. A default room configuration is applied based on the property type (single-family or multi-family).

• Action
  Create Resident

  Create resident

• Action
  Delete Inspection

  Deletes an inspection by its ID.

• Action
  Delete Property

  Delete one or more units/properties.

• Action
  Delete Resident

  Delete a resident by ID.

• Action
  Get Building

  Fetch a building by ID.

• Action
  Get Community

  Fetch a community by ID.

• Action
  Get Inspection

  Retrieves a single RentCheck inspection by its ID.

• Action
  Get Maintenance report

  Get a maintenance report by its ID.

• Action
  Get Property

  Retrieves a single property (unit) by its ID.

• Action
  Get Resident

  Fetch a resident by ID.

• Action
  List Properties

  Lists the properties (units) in the RentCheck account, optionally filtered by address, team, sync status or last completed inspection date.

• Action
  Submit Inspection

  Submits a performed inspection for review, moving it out of In Progress and notifying reviewers.

• Action
  Update Inspection

  Update an inspection by ID.

• Action
  Update Property

  Updates an existing property (unit) in RentCheck. Only the fields you fill in are changed.

• Action
  Update Resident

  Updates a resident's name, emails, phone numbers or organization in RentCheck.

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