Connect Casebook and VoIPstudio

Both apps 36Casebook 17VoIPstudio 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
  Call Tracking

  Triggers when a call tied to a Call Tracking campaign finishes.

• Trigger
  New Call Recording

  Triggers when a new call recording is created, including its transcript and AI summary when available.

• Trigger
  New CDR

  Triggers when a new call detail record is logged for a finished call.

• Trigger
  New SMS

  Triggers when a new inbound or outbound SMS appears in the account.

• Trigger
  New Voicemail

  Triggers when a new voicemail is left in the account.

• Action
  Create Contact

  Creates a contact in the VoIPstudio phonebook.

• Action
  Delete Contact

  Deletes a contact from the VoIPstudio phonebook.

• Action
  Get Call Detail Record

  Returns one call detail record (caller, callee, duration and outcome of a call) by its ID.

• Action
  Get Contact

  Returns one contact from the VoIPstudio phonebook by its ID.

• Action
  List call detail records

  Returns the account's call detail records (call history), optionally filtered or grouped. Returns up to 5000 records.

• Action
  List contacts

  Returns the contacts in your VoIPstudio address book, optionally filtered.

• Action
  List SMS messages

  Returns the inbound and outbound SMS messages on the VoIPstudio account.

• Action
  List users

  Returns the users on your VoIPstudio account, with their names, email addresses and status.

• Action
  List voicemails

  Returns the voicemail messages in your VoIPstudio account, newest first.

• Action
  Make a Call

  Places a new call from a VoIPstudio user to a phone number.

• Action
  Make a Call to Lead

  Places an outbound call from the connected user to a lead's number, optionally speaking a text-to-speech message.

• Action
  Make a Webcall

  Connects a call between two phone numbers.

• Action
  Send SMS

  Sends an SMS message from a VoIPstudio number to a phone number.

• Action
  Update Contact

  Updates an existing contact in the VoIPstudio phonebook; only the fields you supply change.

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