Connect Altoviz and Casebook

Both apps 54Altoviz 37Casebook 17

• Trigger
  Contact

  Triggers when a contact is created, updated or deleted.

• Trigger
  Customer

  Triggers when a customer is created, updated or deleted.

• Trigger
  Product

  Triggers when a product is created, updated or deleted.

• Trigger
  Sales Invoice

  Triggers when a sales invoice is created, updated or deleted.

• Trigger
  Sales Quote

  Triggers when a sales quote is created, updated or deleted.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Customer Family

  Creates a new customer family.

• Action
  Create Draft Sales Invoice

  Creates a new draft sales invoice.

• Action
  Create Product Family

  Creates a new product family.

• Action
  Create Receipt

  Creates a new receipt.

• Action
  Create Sales Credit

  Creates a new sales credit.

• Action
  Create Sales Quote

  Creates a new sales quote.

• Action
  Create Supplier

  Creates a new supplier.

• Action
  Delete Contact

  Delete an existing contact.

• Action
  Delete Customer

  Delete an existing customer.

• Action
  Delete Customer Family

  Delete an existing customer family.

• Action
  Delete Product

  Delete an existing product.

• Action
  Delete Product Family

  Delete an existing product family.

• Action
  Delete Receipt

  Delete an existing receipt.

• Action
  Delete Sales Credit

  Delete an existing sales credit.

• Action
  Delete Sales Invoice

  Delete an existing draft sales invoice.

• Action
  Delete Sales Quote

  Delete an existing sales quote.

• Action
  Delete Supplier

  Delete an existing supplier.

• Action
  Download Purchase Invoice

  Download a purchase invoice.

• Action
  Download Sales Invoice

  Download a sales invoice.

• Action
  Download Sales Quote

  Download a sales quote.

• Action
  Find Contact

  Find a contact by email, optionally create a contact if none is found.

• Action
  Find Product

  Find a product by number, optionally create a product if none is found.

• Action
  Get Customer Family

  Returns a customer family by its id: label, number and internal id.

• Action
  Get Product Family

  Returns a product family by its id: label and number.

• Action
  Get Settings

  Returns the Altoviz account's application settings (company, accounting, sales, VAT, e-invoicing, emailing, general and social settings).

• Action
  Update Customer

  Update an existing customer.

• Action
  Update Product

  Update an existing product.

• Action
  Update Receipt

  Update an existing receipt.

• Action
  Update Supplier

  Update an existing supplier.

• Action
  Upload Purchase Invoice

  Upload a purchase invoice.

• 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.