Connect Casebook and WebinarKit

Both apps 28Casebook 17WebinarKit 11

• 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 Webinar

  Triggers when a new webinar appears in your WebinarKit account.

• Action
  Add Webinar Registrant

  Registers someone for a webinar session and returns their thank-you page link and session date.

• Action
  Assign Webinar to Subaccount

  Shares one of your webinars with a white-label subaccount; both accounts then see the same webinar.

• Action
  Clone Webinar to Subaccount

  Copies one of your webinars into a white-label subaccount as its own independent webinar, and returns the new webinar's ID.

• Action
  Delete Subaccount

  Deletes a white-label subaccount you own, by email.

• Action
  Get Subaccount

  Returns a white-label subaccount you own, by email: its name, role, and the webinars and meetings it can access.

• Action
  List Meetings

  Returns the meetings in your WebinarKit account (or a subaccount's), with each meeting's ID and name.

• Action
  List Series

  Returns the webinar series in your WebinarKit account (or a subaccount's), each with the IDs of its webinars.

• Action
  List Webinar Dates

  Returns a webinar's session dates — specific sessions, recurring sessions, and the instant and just-in-time options — for use when registering someone.

• Action
  List Webinars

  Returns the webinars in your WebinarKit account (or a subaccount's), with each webinar's ID, name, type and series.

• Action
  Remove Webinar from Subaccount

  Removes a shared webinar from a white-label subaccount's webinar list.

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