Connect Casebook and Wrike

Both apps 45Casebook 17Wrike 28

• 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 Comment

  Trigger when a comment is created.

• Trigger
  New Folder

  Triggered when a new folder or project is created. Polling.

• Trigger
  New Task

  Triggered when a new task is created. Polling.

• Action
  Add attachment

  Uploads a file as a new attachment on a Wrike task.

• Action
  Add dependency

  Create a dependency between tasks.

• Action
  Add space

  Create a space.

• Action
  Create Comment

  Adds a comment to a task.

• Action
  Create Folder

  Creates a new folder or project under a parent folder.

• Action
  Create Task

  Creates a new task in a folder.

• Action
  Delete Comment

  Delete a comment.

• Action
  Delete Folder

  Deletes a folder or project by ID.

• Action
  Delete Task

  Deletes a task by ID.

• Action
  Get Contact

  Get a contact by id.

• Action
  Get Current User

  Retrieves the authenticated account user info.

• Action
  Get Folder

  Retrieves a single folder or project by ID.

• Action
  Get Task

  Retrieves a single task by ID.

• Action
  List Attachments

  List attachments of a task or folder.

• Action
  List Comments

  Lists comments on a task.

• Action
  List Contacts

  Lists all contacts (users) in the account.

• Action
  List Custom Fields

  List custom fields.

• Action
  List Dependencies

  Returns the dependencies (predecessor/successor links, relation type, lag time) of a task.

• Action
  List Folders

  Lists all folders and projects in the account.

• Action
  List Spaces

  List spaces.

• Action
  List Tasks

  Lists tasks in the account, optionally filtered.

• Action
  Update Comment

  Update a comment.

• Action
  Update Contact

  Update a contact.

• Action
  Update Folder

  Update a folder or project.

• Action
  Update Task

  Updates an existing task.

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