Connect Apollo and Casebook

Both apps 32Apollo 15Casebook 17

• Trigger
  Account Updated

  Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger.

• Trigger
  Contact Updated

  Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger.

• Trigger
  New Account

  Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger.

• Trigger
  New Contact

  Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger.

• Action
  Create Account

  An Account is a company that your team has added to Apollo.

• Action
  Create Contact

  A Contact is a person your team has added to Apollo.

• Action
  Create Deal

  Deals are records that you can use to track possible opportunities with your prospective customers.

• Action
  Create Task

  Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact).

• Action
  Find Contact

  Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.

• Action
  Find Deal

  Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals.

• Action
  Find Task

  Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks.

• Action
  Get Account

  Returns the details of an existing Apollo account (a company saved in Apollo), including its custom field values.

• Action
  Update Account

  Update an existing Account.

• Action
  Update Contact

  Update an already existing Contact.

• Action
  Update Deal

  Update an already existing Deal.

• 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.