Casebook + Uscreen Integrations
Put Casebook + Uscreen to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Casebook and Uscreen
See the kind of workflows teams build with Casebook and Uscreen below — describe the exact one you want above and the Agent builds it on demand.
Casebook + Uscreen
When a person record is updated in Casebook, grant or update access for the corresponding user profile in Uscreen.
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Share video intro messages with new prospects
When a new lead is created in Casebook, automatically share a video in Uscreen to make a personalized initial impression.
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Log CRM activities when prospects comment on videos
When a video is commented on in Uscreen, automatically log activity in Casebook so sales representatives can quickly respond to buyer questions.
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Send channel notifications when deals are won
When a deal is won in Casebook, automatically post to a channel in Uscreen to celebrate revenue wins with the entire team.
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Browse the full workflow library →
Looking to achieve something else with Casebook and Uscreen?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Casebook and Uscreen
Everything Casebook and Uscreen can do inside a workflow — the triggers that start one and the actions that run when it fires.
Casebook Explore Casebook →
Casebook is a human services case management platform designed for social workers and nonprofit organizations to track client casework and outcomes.
ActionsCreates a new Case in cb Engage.
Creates a new Report in cb Intake.
Creates or updates a person in Casebook with line-item support, custom fields, and optional match-before-creating.
Uscreen Explore Uscreen →
Uscreen is an all-in-one video monetization and OTT platform that allows creators to stream, distribute, and sell video content online.
TriggersTriggers when a payment is processed for subscriptions, bundles, or content.
Triggers when a subscription is canceled for a user.
Triggers when a new user is added to your storefront.
Triggers when a user is updated.
Triggers when a user plays a video for the first time.
Creates a new user and optionally sends them a welcome email to your storefront.
Assigns a bundle or subscription to a customer. Creates a new customer if one doesn't exist.
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1CRM
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ABC GymSales
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AccuLynx
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Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Active Knocker
Active Knocker is a canvassing and door-to-door sales management software designed to track field reps and leads.
Other Video & Communication apps on Knit
Explore more Video & Communication integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
api.video
api.video is a developer video API platform that enables live streaming, video encoding, hosting, and playback integration.
Auphonic
Auphonic is an automated audio post-production service that processes, cleans, and balances audio tracks for podcasters and broadcasters.
BHuman
BHuman is a personalized video platform that uses AI technology to generate customized video messages for sales and customer outreach.
Bonjoro
A customer engagement tool that allows businesses to send personalized video messages to leads and customers.
Bubbles
Bubbles is an asynchronous video messaging platform that allows teams to share screen recordings and collaborate visually.
Buzzvid
Buzzvid is an automated video creation tool that converts articles and text content into promotional videos for marketing.
CineSend On Demand
CineSend On Demand is a secure video portal that lets organizations host and stream digital media events.
Clipcat
Clipcat is a cloud video editing and management tool designed to edit, process, and share video content for digital creators.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Casebook + Uscreen
Is there a pre-built Casebook + Uscreen automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Casebook and Uscreen's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Casebook or Uscreen connector?
No. The Agent works whether or not Casebook or Uscreen already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why connect Casebook with Uscreen?
Combining CRM tracking with video messaging helps sales teams deliver personalized outreach and track prospect engagement directly within opportunity records.
Can viewer interactions on videos update my sales pipeline?
Yes, receiving comments on shared videos in Uscreen can automatically log activities and update contact records in Casebook.