Connect Casebook and UpKeep

Both apps 50Casebook 17UpKeep 33

• 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 Purchase Order

  Triggers when a new purchase order is created.

• Trigger
  New Work Order

  Triggers when a new work order is created.

• Action
  Add Asset

  Create a new asset.

• Action
  Add Location

  Creates a new location in UpKeep.

• Action
  Add User

  Creates a new user in your UpKeep account.

• Action
  Add Vendor

  Create a new vendor.

• Action
  Create Purchase Order

  Creates a purchase order in UpKeep.

• Action
  Create Work Order

  Creates new work order.

• Action
  Delete Purchase Order

  Deletes a specific purchase order in UpKeep.

• Action
  Delete Work Order

  Deletes a specific work order in UpKeep.

• Action
  Find Asset

  Finds assets matching the given name, barcode, serial number, location, status, category or other criteria. Returns the first match plus the list of all matches on the first page of results.

• Action
  Find Location

  Returns the locations whose name matches the name you supply, optionally narrowed by parent location, creator, hierarchy level, custom field and created/updated dates.

• Action
  Find Part

  Finds parts in UpKeep by name.

• Action
  Find Vendor

  Returns the vendors whose business name matches the one supplied, with the first match broken out.

• Action
  Get Asset

  Gets a specific UpKeep asset by its ID, including its custom field values.

• Action
  Get Location

  Gets a specific UpKeep location by its ID.

• Action
  Get Part

  Gets a specific part from the UpKeep inventory by its ID.

• Action
  Get Purchase Order

  Gets a specific purchase order by its ID.

• Action
  Get User

  Gets a specific UpKeep user by ID.

• Action
  Get Vendor

  Gets a specific vendor by its ID.

• Action
  Get Work Order

  Retrieve a single work order by ID.

• Action
  List Assets

  Lists the assets in your UpKeep account, optionally filtered by name, barcode, serial number, location, status, category, assigned or creating user, downtime status, one custom field, and created/updated time ranges.

• Action
  List Locations

  Lists the locations in your UpKeep account, optionally filtered by name, creator, parent location, hierarchy level, custom field or created/updated date.

• Action
  List Purchase Orders

  Lists purchase orders in the UpKeep account, optionally filtered by status.

• Action
  List Vendors

  List/page all vendors.

• Action
  List Work Orders

  List/page all work orders with filters.

• Action
  Update Asset

  Updates the fields you supply on an existing UpKeep asset. Fields left blank are not changed.

• Action
  Update Location

  Updates an existing location in UpKeep. Only the fields you fill in are changed.

• Action
  Update Part

  Updates an existing part in UpKeep. Only the fields you fill in are changed.

• Action
  Update Purchase Order

  Updates an existing purchase order in UpKeep. Only the fields you fill in are changed.

• Action
  Update User

  Updates an existing UpKeep user. Only the fields you fill in are changed; blank fields are left as they are.

• Action
  Update Vendor

  Update fields on an existing vendor.

• Action
  Update Work Order

  Update fields on an existing work order.

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