Connect Casebook to Synthflow AI

Both apps 44Casebook 17Synthflow AI 27

• 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
  Attach Action

  Attaches one or more existing actions to a Synthflow agent, optionally setting when each action runs and how its input variables are filled.

• Action
  Create Assistant

  Creates a new Synthflow voice agent with its prompt, voice, language and call behavior, and returns the new agent's ID.

• Action
  Create Booking Calcom Action

  Creates a real-time booking action that lets a Synthflow agent offer and book Cal.com appointments during a call.

• Action
  Create Booking GHL Action

  Creates a real-time booking action that lets a Synthflow agent book appointments on a GoHighLevel calendar during a call.

• Action
  Create Call

  Places a real-time outbound phone call from a Synthflow AI agent to the recipient you specify, and returns the new call's ID.

• Action
  Create Information Extractor Open Question Action

  Creates an information extractor action that has a Synthflow agent capture a free-form answer from a call. Returns the new action's ID, ready to attach to an agent.

• Action
  Create Information Extractor Single Choice Action

  Creates an information extractor action that has the agent pick one answer from a list of choices during a call. Returns the new action's ID.

• Action
  Create Information Extractor Yes No Action

  Creates a yes/no information extractor action, which pulls a yes or no answer out of a call conversation.

• Action
  Create SMS Action

  Creates a Send SMS action that an agent can use to text a message during a call, and returns the new action's ID.

• Action
  Create Transfer Call Action

  Creates a live transfer action that a Synthflow agent can use to hand a call over to a phone number, SIP target or phone book.

• Action
  Delete Action

  Deletes an action from your Synthflow account by its ID.

• Action
  Delete Assistant

  Deletes a Synthflow agent (assistant) by its ID.

• Action
  Detach Action

  Detaches one or more actions from a Synthflow agent so the agent can no longer use them.

• Action
  Get Action

  Returns the details of a Synthflow action, including its type, name, description and configured settings. Can also list the agents the action is assigned to.

• Action
  Get Assistant

  Returns one Synthflow agent by its ID, including its voice, prompt and call settings and its attached phone numbers.

• Action
  Get Call

  Returns a phone call's transcript, status, duration, executed actions and other details. An error occurs if the call is not found.

• Action
  List Actions

  Returns all actions in the Synthflow AI account, including each action's type, name, description and configuration.

• Action
  List Assistants

  Returns the agents (assistants) in the Synthflow account, with each agent's name, type, phone number and configuration.

• Action
  Text - Generate Response

  Sends a text message to an agent in an existing chat session and returns the response the agent generates.

• Action
  Update Assistant

  Updates an existing agent's name, phone number, voice, prompt or other settings. Only the values provided are changed.

• Action
  Update Booking Calcom Action

  Updates a real-time booking action that schedules appointments through Cal.com, including its availability window, meeting type and SMS confirmation. Returns the ID of the updated action.

• Action
  Update Booking GHL Action

  Updates a real-time booking action that books appointments through a GoHighLevel calendar, including its scheduling settings, confirmation mode and title. Returns the ID of the updated action.

• Action
  Update Information Extractor Open Question Action

  Updates an open-question information extractor action in Synthflow, changing its title, description or example answers. Anything left blank keeps its current value.

• Action
  Update Information Extractor Single Choice Action

  Updates the title, description, answer choices or examples of a single-choice information extractor action. Anything left blank keeps its current value.

• Action
  Update Information Extractor Yes No Action

  Updates the title, description or example answers of a yes/no information extractor action in Synthflow. Anything left blank keeps its current value.

• Action
  Update SMS Action

  Updates the name, message text or sending instructions of an existing SMS action.

• Action
  Update Transfer Call Action

  Updates a live transfer action, changing where and how an agent hands a call over to a human. Fields left blank keep their current values.

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