Connect Casebook and ConvertFlow

Both apps 30Casebook 17ConvertFlow 13

• 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.

• Trigger
  Contact Created or Updated

  Triggers when a ConvertFlow contact is created or updated.

• Trigger
  New Campaign

  Triggers when a new campaign is created in ConvertFlow.

• Action
  Archive Campaign

  Archives a ConvertFlow campaign so visitors no longer see it.

• Action
  Create or Update Contact

  Creates a contact in ConvertFlow, or updates the existing contact with the same email.

• Action
  Delete Contact

  Permanently deletes a ConvertFlow contact by email address, for data compliance requests.

• Action
  Find Contact

  Finds ConvertFlow contacts by email address or contact ID.

• Action
  Get Campaign

  Returns one ConvertFlow campaign by ID, with its format, live state and page settings.

• Action
  Get Campaign Performance

  Returns performance metrics for one ConvertFlow campaign and its variants over a chosen timeframe.

• Action
  List Campaigns

  Returns the website's ConvertFlow campaigns, optionally filtered by status, one page at a time.

• Action
  List Segments

  Returns the website's ConvertFlow audience segments and their conditions, optionally filtered by name.

• Action
  List Websites

  Returns the websites your ConvertFlow API token can access, with their IDs and account names.

• Action
  Publish Campaign

  Publishes a ConvertFlow campaign's latest changes so visitors see them.

• Action
  Update Campaign

  Updates a ConvertFlow campaign's name, format, page path and SEO settings. Only the fields you fill in change.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.