Connect Casebook and Donorbox

Both apps 33Casebook 17Donorbox 16

• 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 Campaign

  Triggered when a new fundraising campaign is created in Donorbox.

• Trigger
  New Donation

  Triggered when a new donation is made to any of your Donorbox campaigns.

• Trigger
  New Donor

  Triggered when a new donor is added to your Donorbox organization.

• Trigger
  New Event

  Triggered when a new ticketed event is created in Donorbox.

• Trigger
  New or Updated Campaign

  Triggers when a Donorbox campaign is created or changed.

• Trigger
  New or Updated Donor

  Triggers when a Donorbox donor is added or their details change.

• Trigger
  New Recurring Plan

  Triggered when a donor starts a new recurring donation plan.

• Trigger
  New Ticket

  Triggered when a new event ticket is sold in Donorbox.

• Trigger
  New Ticket Purchase

  Triggered when someone completes a new event ticket purchase in Donorbox.

• Action
  Find Campaigns

  Returns the Donorbox campaigns that match a name or campaign id, with their totals raised.

• Action
  Find Donations

  Returns the Donorbox donations that match a donor, campaign, date range or donation id.

• Action
  Find Donors

  Returns the Donorbox donors that match an email, name or donor id.

• Action
  Find Events

  Finds Donorbox events by name or id, returning each matching event with its totals and ticket count.

• Action
  Find Recurring Plans

  Returns the Donorbox recurring donation plans that match a donor, campaign or start-date range.

• Action
  Find Ticket purchases

  Returns your Donorbox event ticket purchases, filtered by payment status.

• Action
  Find Tickets

  Returns event tickets in your Donorbox account, optionally only refunded ones.

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