Connect ActiveTrail and Casebook

Both apps 36ActiveTrail 19Casebook 17

• Trigger
  Contact Added to Group

  Triggers when a contact is added to a group (any group).

• Trigger
  Contact Removed From Group

  Triggers when a contact is removed from a group (any group).

• Trigger
  Contact Unsubscribed

  Triggers when a contact unsubscribes from receiving further emails.

• Trigger
  Contact Updated

  Triggers when a contact record in ActiveTrail is updated via the API (status or details).

• Action
  Add Contact to Group

  Add a new or an existing contact to a specific group (The new contact will be created if not already exists).

• Action
  Add email campaign

  Creates a new email campaign for one or more groups, and either sends/schedules it or saves it as a draft.

• Action
  Add group

  Creates a new group in your ActiveTrail account and returns it.

• Action
  Add order

  Adds an order (or updates it if the order id already exists) to ActiveTrail Commerce, with its customer, amounts and products.

• Action
  Add template

  Create a template in My Templates.

• Action
  Delete group

  Deletes a group from the ActiveTrail account.

• Action
  Find Group

  Returns up to 100 groups whose name matches the search term.

• Action
  Get email campaign

  Retrieves an ActiveTrail email campaign by its id, including its details, design, template, A/B settings and e-commerce data.

• Action
  Get group

  Get a group's details (name, contact counts, creation date) by its id.

• Action
  Get order

  Returns a commerce order by your store's order id.

• Action
  Get template

  Returns one of your My Templates by id: its name, subject and category.

• Action
  List email campaigns

  Lists the account's email campaigns, optionally filtered by mailing list, content category, name, send type and last-updated date range.

• Action
  List groups

  Lists the groups in the ActiveTrail account, optionally filtered by group name.

• Action
  Remove Contact From Group

  Removes a contact from an ActiveTrail group. The contact itself stays in the account.

• Action
  Update group

  Rename an existing ActiveTrail group.

• 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.

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