Connect Casebook and Zoho Recruit

Both apps 29Casebook 17Zoho Recruit 12

• 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 Record

  Triggers when a new record is created in the chosen Zoho Recruit module, such as Candidates or Job Openings.

• Trigger
  Updated Record

  Triggers when a record in the chosen Zoho Recruit module (Candidates, Job Openings, Clients, etc.) is updated.

• Action
  Add attachment

  Attaches a file or a link to a Zoho Recruit record, such as a resume or offer letter on a candidate.

• Action
  Add note

  Adds a note to a Zoho Recruit record such as a candidate, job opening, client or contact.

• Action
  Associate candidates with job opening

  Associates one or more candidates with one or more job openings in Zoho Recruit.

• Action
  Create Record

  Creates a new record (candidate, job opening, client, contact, interview and more) in the Zoho Recruit module you choose.

• Action
  Create/Update Record

  Creates a record in a Zoho Recruit module, or updates the existing one when a record with the same duplicate-check field values (such as a candidate's email) already exists.

• Action
  Delete record

  Deletes one or more records (up to 100) from a Zoho Recruit module such as Candidates or Job Openings.

• Action
  List records

  Returns a list of records from a Zoho Recruit module such as Candidates, Job Openings or Clients, optionally filtered by custom view or territory and sorted by a field.

• Action
  Search Record

  Searches a Zoho Recruit module (Candidates, Job Openings, Clients, etc.) for records matching criteria, an email, a phone number, or a word, and returns the matching records.

• Action
  Update Record

  Updates an existing record in a Zoho Recruit module, such as a candidate, job opening, client or contact, with the field values you supply.

• Action
  Update Record Status

  Changes the status of one or more Zoho Recruit candidates, applications or job openings, with an optional comment.

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