Connect Appointo and Casebook

Both apps 31Appointo 14Casebook 17

• Trigger
  Canceled Booking

  Triggers when a booking is cancelled in Appointo.

• Trigger
  New Booking

  Triggers when a new booking is created in Appointo.

• Trigger
  Rescheduled Booking

  Triggers when a booking moves to a new timeslot in Appointo.

• Action
  Cancel Booking

  Cancels a booking, or only some of its customers.

• Action
  Create Booking

  Creates a booking for a customer at a timeslot of an appointment. Appointo allows 100 per day.

• Action
  Get Appointment Availability

  Returns available time slots for an appointment between two dates.

• Action
  Get Booking

  Returns one booking by its ID, with its customers and appointment.

• Action
  List Appointments

  Returns appointment types, optionally one appointment or those of one product.

• Action
  List Bookings

  Returns bookings, optionally only past or upcoming ones, or those matching a search term.

• Action
  List Cancelled Bookings

  Returns cancelled bookings, optionally only past or upcoming ones.

• Action
  List Products

  Returns the products set up for booking in Appointo, each with its appointment types.

• Action
  List Subscription Contracts

  Returns appointment subscription contracts, optionally matching a search term.

• Action
  Reschedule Booking

  Moves a booking, or some of its customers, to a new timeslot.

• Action
  Update Booking Buffer Times

  Sets the start and end buffer times on a booking.

• 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.