Connect Casebook and VirtualPBX

Both apps 35Casebook 17VirtualPBX 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 Call Recording

  Triggers when a new call recording is stored on the account.

• Action
  Create Blocklist

  Creates a caller blocklist, optionally with an initial set of blocked numbers.

• Action
  Delete Blocklist

  Deletes a caller blocklist.

• Action
  Delete Call Recording

  Deletes a call recording's record (and its audio when stored with it).

• Action
  Get Active Call

  Returns details of one active call, such as its direction, destination and whether it was answered.

• Action
  Get Blocklist

  Returns one caller blocklist and the numbers on it.

• Action
  Get Call Recording

  Returns one call recording's details: caller, callee, direction and duration.

• Action
  Get Device

  Returns one device's configuration, including its name, type and whether it is enabled.

• Action
  Hang Up Call

  Hangs up an active call.

• Action
  List Blocklists

  Returns the caller blocklists on the account.

• Action
  List Call Recordings

  Returns call recordings stored on the account, newest first, with caller, callee and duration.

• Action
  List Device Active Calls

  Returns the calls currently active on one device.

• Action
  List Device Registrations

  Returns which devices on the account are currently registered; empty when none are.

• Action
  List Devices

  Returns every device (phones, softphones, fax machines) on the VirtualPBX account.

• Action
  List User Active Calls

  Returns the calls currently active for one user.

• Action
  Transfer Call

  Transfers an active call to an extension or phone number, blind or attended.

• Action
  Update Blocklist

  Updates a blocklist; the numbers given replace the list's current numbers.

• Action
  Update Device

  Updates a device's name or enabled state, and can ask the phone to reboot to pick up the change.

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