Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Register incoming applications

The Casebook API allows you to create, read, update, and delete data in Casebook. It supports many of the same operations available to end users in the Casebook platform.

This developer guide introduces common examples to help you get started with the Casebook API.

For more help with the Casebook API, get in touch with the Casebook Support team.

Instructions

Register incoming applications and assign roles with the right level of access to ensure that each application can perform only the operations you intend.

For stronger security and clearer management, create separate applications for different use cases or distinct permission sets, rather than granting broad access to a single application.

  1. Navigate to Casebook → Admin → Global → Integrations section

 

  1. Click on the “+ Register an external application” button in the bottom right corner of the page to add a new application.

     

    • Application name (Required): Enter an internal name for the application that you want to register. This name will be displayed in fields like “Created by” and “Last updated by” when relevant.

    • Email (Required): Enter a unique email address where you would like to receive alerts and notifications about this integration. Because each application is a separate account with assigned roles, this email address cannot be associated with an existing Casebook account, including your own.

      • I want alerts and notifications sent to my inbox
        Some email providers including Microsoft and Google Workspace support features like aliases or subaddresses which can be used to create unique email addresses that automatically forward messages to your inbox.

    • Roles (Required): Select one or more roles which define the application’s access to the Casebook system

      • I want to set custom access rules for my integration
        Define a custom role in Admin → Global → Roles if default roles are not well-suited for your needs.

    • Application URL (Optional): Enter the URL link of the application you’re registering

    • Description (Optional): Enter an internal description of the external application

  2. Click “Save” to create the incoming application