Connect Casebook and Senta

Both apps 30Casebook 17Senta 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.

• Trigger
  Job Becomes Overdue

  Triggers when a job in Senta becomes overdue, optionally only for one client or one job template.

• Trigger
  Job Becomes Ready

  Triggers when a job in Senta becomes ready, optionally only for one client or job template.

• Trigger
  Job Cancelled

  Triggers when a job in Senta is cancelled, optionally limited to one client or job template.

• Trigger
  Job Completed

  Triggers when a job in Senta is completed, optionally only for one client or job template.

• Trigger
  Job Created

  Triggers when a new job is created in Senta, optionally only for a specific client or job template.

• Trigger
  Job Updated

  Triggers when a job is updated in Senta, firing once for each change to a job's details.

• Action
  Create a New Client

  Creates a new client company in your Senta practice and returns its id.

• Action
  Create a New Note

  Creates a note on a Senta client company, optionally linked to one of its jobs, and returns the new note.

• Action
  Delete client

  Deletes a client from your Senta practice by its ID.

• Action
  Find a Client

  Returns the Senta clients whose details match the keywords you search for, with each client's id and name.

• Action
  Get client

  Returns one client company by its ID, including the fields your practice has customised and the client's contacts.

• Action
  List jobs

  Returns the jobs in your Senta practice, optionally narrowed to one client, one job template or one job status.

• Action
  Update a Client

  Updates an existing client company in Senta, changing only the details you fill in and adding or updating its contacts. Returns the client's full record after the update.

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