Connect Balabook and Casebook

Both apps 45Balabook 28Casebook 17

• Trigger
  New Invoices

  Triggers when a new invoice is created.

• Trigger
  New Journal Entries

  Triggers when a new journal entry is created.

• Action
  Add bill

  Create a bill.

• Action
  Add credit note

  Create a credit note.

• Action
  Add invoice payment

  Record a payment on an invoice.

• Action
  Add journal entry

  Create a journal entry.

• Action
  Create Account

  Creates a new account in your company.

• Action
  Create Estimate

  Creates a new draft estimate in your company.

• Action
  Create Expense

  Creates a new draft expense in your company.

• Action
  Create Invoice

  Creates a new draft invoice in your company.

• Action
  Create Partner

  Creates the partner for the company.

• Action
  Create Transaction

  Creates a new draft transaction in your company.

• Action
  Delete invoice

  Delete an invoice.

• Action
  Get account

  Get an account with amounts.

• Action
  Get credit note

  Returns one credit note with partner, line items, totals and status.

• Action
  Get invoice

  Get an invoice by id.

• Action
  Get partner

  Get a partner by id.

• Action
  List accounts

  List accounts.

• Action
  List bills

  List bills.

• Action
  List estimates

  List estimates.

• Action
  List invoices

  List invoices.

• Action
  List journal entries

  List journal entries.

• Action
  List transactions

  List transactions.

• Action
  Update account

  Update an account.

• Action
  Update estimate

  Update an estimate.

• Action
  Update expense

  Update an expense.

• Action
  Update invoice

  Update an invoice.

• Action
  Update partner

  Update a partner.

• 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.