Connect Casebook and Twilio

Both apps 32Casebook 17Twilio 15

• 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 Call

  Polls for voice calls on your Twilio account.

• Trigger
  New Incoming Call

  Fires instantly when the selected Twilio phone number receives a call.

• Trigger
  New Message Received

  Polls for inbound SMS/MMS messages received by your Twilio account.

• Trigger
  New SMS received

  Fires instantly when the selected Twilio phone number receives an SMS/MMS. Activating the automation points the number's incoming-message webhook at this automation; deactivating clears it.

• Action
  Delete Message

  Deletes a message from your Twilio account's message logs.

• Action
  Find available phone numbers by criteria

  Returns up to 50 phone numbers available to buy in a country that match the specified criteria (area code, pattern, capabilities, location).

• Action
  Get Call

  Retrieves details of a single voice call by its Call SID.

• Action
  Get Message

  Retrieves a single SMS/MMS message by its Message SID.

• Action
  List Calls

  Lists voice calls on the account, optionally filtered by To, From, or status.

• Action
  List Messages

  Lists SMS/MMS messages on the account, optionally filtered by To, From, or date sent.

• Action
  List Phone Numbers

  Lists the Twilio phone numbers (incoming phone numbers) owned by your account.

• Action
  Lookup Phone Number

  Looks up details (carrier, line type, caller name) for a phone number via the Twilio Lookup v2 API.

• Action
  Schedule Message

  Schedules an SMS or MMS message to be sent later through one of your Messaging Services. A scheduled message can be canceled with Update Message until it is sent.

• Action
  Update Message

  Updates a Twilio Message: replaces or redacts its text, or cancels a scheduled message that has not been sent yet.

• Action
  Update Phone Number

  Update settings (voice/SMS URLs, friendly name) of an owned incoming phone number.

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