Connect Casebook and CS-Cart

Both apps 35Casebook 17CS-Cart 18

• 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
  New Customer

  Triggers when a new customer account is created in the CS-Cart store.

• Trigger
  New Order

  Triggers when a new order is placed in the CS-Cart store.

• Action
  Add category

  Creates a new product category in your CS-Cart store.

• Action
  Add customer

  Creates a new customer account in your CS-Cart store.

• Action
  Add shipment

  Creates a shipment for products in an order, with optional carrier and tracking number.

• Action
  Create Order (For CS-Cart)

  Creates an order in a CS-Cart storefront, for an existing customer or a guest. New orders always start with the Open status.

• Action
  Create Product

  Creates a product in your CS-Cart store with its name, price, categories, stock and other product details.

• Action
  Delete product

  Deletes a product from your CS-Cart store.

• Action
  Find Category by Name

  Finds a category in your CS-Cart store by its name and returns its details.

• Action
  Get customer

  Returns a customer's details (email, name, status, company and profile data) by their user ID.

• Action
  Get order

  Returns the full details of a CS-Cart order, including its products, customer, billing and shipping addresses, totals and status.

• Action
  Get product

  Returns a single product from your CS-Cart store, including its price, stock, categories, images and features.

• Action
  Get Shipment

  Returns one shipment by its ID, including its order, carrier, tracking number and status.

• Action
  List categories

  Returns the categories in the CS-Cart store, up to 1000.

• Action
  List orders

  Returns a list of orders from the store, optionally filtered by status, customer, storefront or vendor, email, invoice, or last-modified date.

• Action
  Update customer

  Updates an existing customer's details, such as name, email, company and status.

• Action
  Update order

  Updates an existing order, such as its status, products, total or customer details, optionally emailing notifications.

• Action
  Update product

  Updates an existing product in your CS-Cart store, such as its name, price, stock, status, descriptions, images or features. 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.