Connect Benchmark Email Classic and Casebook

Both apps 33Benchmark Email Classic 16Casebook 17

• Trigger
  Email Opened

  Triggers when a contact opens the selected email campaign.

• Trigger
  Link Clicked

  Triggers when a contact clicks a link in the selected email campaign.

• Trigger
  New Contact

  Triggers when a new contact is added to the selected Benchmark Email contact list.

• Trigger
  New Contact in Segment

  Triggers when a contact is added to the selected segment.

• Trigger
  New List

  Triggers when a new contact list is created in your Benchmark Email account.

• Trigger
  New Unsubscriber

  Triggers when a contact unsubscribes from the selected email campaign.

• Action
  Add Contact to List

  Adds a contact to a Benchmark Email contact list.

• Action
  Add list

  Creates a new contact list in Benchmark Email.

• Action
  Delete contact

  Deletes a contact from a Benchmark Email contact list.

• Action
  Find Contact

  Finds contacts by email address across all lists, returning each list membership found.

• Action
  Get contact

  Returns the details of one contact in a contact list, including its name, email, opt-in info and custom field values.

• Action
  Get email

  Returns the details of an email campaign, including its subject, sender, contact lists and content.

• Action
  List contacts

  Returns the contacts in a Benchmark Email contact list, optionally filtered by a search value or status.

• Action
  List emails

  Returns the email campaigns in the Benchmark Email account, optionally filtered and sorted.

• Action
  List lists

  Returns the contact lists in the Benchmark Email account.

• Action
  Unsubscribe Contact

  Unsubscribes a contact by moving them from a list to the account's Do Not Contact (master unsubscribe) list.

• 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.