Connect Casebook to Teamtailor

Both apps 30Casebook 17Teamtailor 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
  Create Candidate

  Creates a new candidate in Teamtailor, optionally merging into an existing candidate with the same email.

• Action
  Find Candidate

  Finds candidates by email, phone or other criteria and returns the first match plus all matches.

• Action
  Find Job

  Finds jobs whose title contains the given text, optionally narrowed by status, department, location and other job filters.

• Action
  Get candidate

  Returns a single Teamtailor candidate by id, including contact details, tags and custom field values.

• Action
  Get job

  Returns a single Teamtailor job by its id, including its title, status, description, career-site links and custom field values.

• Action
  List candidates

  Returns candidates in your Teamtailor account, optionally filtered by email, department, location, dates and more.

• Action
  List departments

  Returns all departments in your Teamtailor account.

• Action
  List job applications

  Returns job applications in your Teamtailor account, optionally filtered by stage type and created, updated or stage-change dates.

• Action
  List jobs

  Returns jobs in your Teamtailor account, optionally filtered by status, department, location, tags and dates.

• Action
  List stages

  Returns the hiring pipeline stages in your Teamtailor account, optionally limited to one job or stage type.

• Action
  List users

  Returns the users in your Teamtailor account, optionally filtered by email, department or external id.

• Action
  Update Candidate

  Updates an existing candidate's details, such as name, email, phone, pitch, resume, LinkedIn link and tags. Fields left blank are not changed.

• Action
  Update Job

  Updates an existing Teamtailor job's title, description, pitch, status, tags, recruiter, department or locations.

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