Connect Casebook and Sprig

Both apps 36Casebook 17Sprig 19

• 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 Study

  Triggers when a new study (survey) is created in Sprig.

• Trigger
  New Survey Response

  Triggers when a new answer to a Sprig survey question is submitted.

• Action
  Create Invitations

  Creates a batch of single-use invitation links for a Sprig survey.

• Action
  Create Survey

  Creates a draft shareable Sprig survey. Questions are added separately.

• Action
  Delete Draft Study

  Deletes a draft Sprig study. Only draft studies can be deleted.

• Action
  Delete Question

  Deletes a question from a Sprig study. Needs the study's current version.

• Action
  Get Question

  Returns one question of a Sprig study, with its options.

• Action
  Get Study

  Returns one Sprig study by its ID, including its current version.

• Action
  Get User

  Returns a Sprig user by user ID, with attributes and tracked events.

• Action
  List Attributes

  Returns the user attributes defined in the Sprig environment.

• Action
  List Events

  Returns the tracked events defined in the Sprig environment.

• Action
  List Invitations

  Returns invitation links of a Sprig survey, filtered by status.

• Action
  List Questions

  Returns the questions of a Sprig study.

• Action
  List Studies

  Returns a page of Sprig studies (surveys), optionally filtered by status or type.

• Action
  List Survey Responses

  Returns exported Sprig survey responses, optionally for one survey.

• Action
  Purge Visitors

  Requests deletion of Sprig users and all their data, by email or user ID (up to 100).

• Action
  Update Study Name

  Renames a Sprig study. Needs the study's current version from Get Study.

• Action
  Upsert User

  Creates or updates a Sprig user by user ID, setting email and attributes.

• Action
  Validate Study

  Checks a Sprig study and returns any issues that would block it from launching.

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