Connect Casebook and Uplup

Both apps 35Casebook 17Uplup 18

• 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 Response

  Triggers when someone submits a response to a quiz or form in Uplup. Includes all answers, contact info, and quiz-specific data like score and result.

• Action
  Add field

  Add a new field to a form at an optional position.

• Action
  Add form

  Create a new form or quiz with optional fields, styling, and quiz settings.

• Action
  Add wheel

  Create a new spinning wheel with customizable entries, settings, and appearance.

• Action
  Add wheel entries

  Append one or more entries to a wheel without replacing the existing list.

• Action
  Delete field

  Remove a field from the form.

• Action
  Delete form

  Permanently delete a form and all associated data.

• Action
  Delete wheel

  Permanently delete a wheel and all its associated data including spin history.

• Action
  Get form

  Retrieve a single form with all its fields, pages, styling, and settings.

• Action
  Get wheel

  Retrieve detailed information about a specific wheel including all entries and settings.

• Action
  List fields

  Get all fields for a form, ordered by position.

• Action
  List forms

  Return a paginated list of all forms and quizzes in the account.

• Action
  List submissions

  Get paginated submissions for a form with optional filtering (limit, since).

• Action
  List wheels

  Retrieve a paginated list of all wheels belonging to the account.

• Action
  Spin wheel

  Programmatically spin a wheel and get a randomly selected winner; the spin is recorded to the wheel's results history.

• Action
  Update field

  Update field properties; only provided fields are modified.

• Action
  Update form

  Update form properties; only provided fields are modified.

• Action
  Update wheel

  Update an existing wheel's title, entries, settings, and appearance.

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