Connect Casebook and Runn

Both apps 41Casebook 17Runn 24

• 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
  New Assignment

  Triggers when a new assignment is created in Runn, optionally limited to one person, role or project.

• Trigger
  New Client

  Triggers when a new client is created in Runn.

• Trigger
  New Contract

  Triggers when a new contract is added to a person in Runn.

• Trigger
  New Holiday Group

  Triggers when a new holiday group is added to your Runn account.

• Trigger
  New Person

  Triggers when a new person is added in Runn.

• Trigger
  New Project

  Triggers when a new project is created in Runn.

• Trigger
  New Rate Card

  Triggers when a new rate card is created in Runn.

• Trigger
  New Role

  Triggers when a new role is created in Runn.

• Trigger
  New Skill

  Triggers when a new skill is created in Runn.

• Trigger
  New Team

  Triggers when a new team is created in Runn.

• Trigger
  New User

  Triggers when a new user is added to your Runn account.

• Action
  Assign a Manager

  Adds a Runn user as a manager of a person or placeholder, keeping any managers they already have. Returns the updated person.

• Action
  Create Assignment

  Creates an assignment that schedules a person or placeholder on a project in a role for a date range, with the same number of minutes on each working day.

• Action
  Create Client

  Creates a new client in Runn with a name and, optionally, a website and links to external systems.

• Action
  Create Contract

  Adds a new contract to a person in Runn, setting their role, dates, employment type, cost and working hours.

• Action
  Create Person

  Creates a person in Runn, along with their first contract (role, employment type, cost and working hours).

• Action
  Create Project

  Creates a project in Runn for a client, optionally setting its budget, pricing model, rate card, team and managers, or duplicating it from an existing template project.

• Action
  Create Role

  Creates a role in Runn, with optional default hourly cost, standard charge-out rate and external references.

• Action
  Create Skill

  Creates a new skill in Runn that can be assigned to people and placeholders.

• Action
  Create Timesheet (Actual)

  Records the time a person actually spent on a project for one day, creating the actual or overwriting an existing one for the same date, person, project, role and workstream.

• Action
  Find Client

  Returns Runn clients whose name contains the text you enter (case-insensitive), with each client's id, website, archived status and external references.

• Action
  Find Person

  Finds people in Runn by email, first name, last name or external id, returning every match and the first matching person.

• Action
  Find Project

  Returns the projects whose name contains the text you give (ignoring case), optionally narrowed by external ID or last-modified date.

• Action
  Find Role

  Finds roles in Runn whose name contains the text you give, ignoring case. Returns the matching roles, how many matched, and the first match.

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