Connect Casebook to SignRequest

Both apps 30Casebook 17SignRequest 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 document

  Creates a document in SignRequest from a file link, uploaded file content or a template, ready to be sent out for signature.

• Action
  Add document attachment

  Attaches a file to an existing SignRequest document, from a public link or from the file's contents.

• Action
  Cancel SignRequest

  Cancels a SignRequest that is still pending, so its signers can no longer sign the document.

• Action
  Delete document

  Deletes a document from your SignRequest team.

• Action
  Find documents by criteria

  Returns up to 100 SignRequest documents that match a search query, document name, signer email, status or ownership filter, newest or best match first.

• Action
  Get document

  Returns a single SignRequest document by its ID, including its status, signers, and temporary links to the original and signed PDFs.

• Action
  Get SignRequest

  Returns a SignRequest by its ID, including its signers and their signing status, the email subject and message, and the linked document.

• Action
  List documents

  Returns the documents in your SignRequest team, optionally filtered by status, external ID, sender, owner or date.

• Action
  List SignRequests

  Returns the signature requests in your SignRequest team, optionally filtered by sender email or by who signs.

• Action
  List templates

  Returns the templates available to your SignRequest team, with each template's name, ID and signer setup.

• Action
  Resend SignRequest

  Resends the signature request email to the signers of an existing SignRequest who have not yet signed.

• Action
  Send SignRequest

  Sends an existing SignRequest document out for signature to one or more signers, and returns the new SignRequest.

• Action
  Send SignRequest From Template

  Creates a document from one of your SignRequest templates and sends it to the signers you choose in a single step. Returns the new SignRequest with its signers and document.

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