Connect Casebook and VideoAsk

Both apps 33Casebook 17VideoAsk 16

• 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 Videoask

  Triggers when a new videoask is created in the selected VideoAsk organization.

• Action
  Add question

  Adds a new question step to a videoask, using a video from a public link, media already in VideoAsk, or a new upload.

• Action
  Add tag

  Creates a new tag in a VideoAsk organization that can be applied to contacts.

• Action
  Add tag to contact

  Adds an existing tag to a VideoAsk contact and returns the tags now on that contact.

• Action
  Create a Contact in a Videoask (OLD)

  Creates a contact in your VideoAsk organization from an email address, with an optional name and phone number.

• Action
  Create a Contact in VideoAsk (Recommended)

  Creates a contact in your VideoAsk organization from an email address, with an optional name and phone number.

• Action
  Delete contact

  Deletes a contact (respondent) and their contact details from your VideoAsk organization.

• Action
  Delete form

  Deletes a VideoAsk form (videoask). Optionally performs a soft delete so the form can be restored later.

• Action
  Find conversations by filter

  Returns the responses (conversations) on a videoask that match the filters you choose, such as unread only, reply status, tag, score range or creation date range.

• Action
  Find forms by keyword

  Returns the videoasks in an organization whose titles match the specified keyword.

• Action
  Get contact

  Returns a single VideoAsk response (contact) for a videoask, with the respondent's details and, optionally, their answers and the conversation messages.

• Action
  Get form

  Returns a videoask (form) by its id, including all of its questions.

• Action
  List forms

  Returns all videoasks (forms) in a VideoAsk organization, newest first.

• Action
  List tags

  Returns the tags in a VideoAsk organization, optionally only those with a given title.

• Action
  Update contact

  Updates an existing VideoAsk contact's name, email address or phone number.

• Action
  Update form

  Updates an existing videoask's title, privacy, contact form, scheduled close date and display settings such as the end screen.

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