Connect Casebook and Dotdigital

Both apps 32Casebook 17Dotdigital 15

• 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
  Campaign Activity

  Triggers when a contact's activity (opens, clicks, replies, bounces, unsubscribes) on the selected email campaign changes.

• Trigger
  Campaign Opens

  Triggers when a contact opens the selected email campaign.

• Trigger
  Contact Created

  Triggers when a new contact is created in your Dotdigital account.

• Trigger
  Contact Suppressed

  Triggers when a contact is suppressed in your Dotdigital account (unsubscribed, bounced, complained or blocked), with the reason.

• Trigger
  Contact Unsubscribed

  Triggers when a contact unsubscribes from your Dotdigital account.

• Action
  Create a List

  Creates a new contact list (address book) in Dotdigital.

• Action
  Create Contact Data Field

  Creates a new contact data field in your Dotdigital account, such as a birthday or loyalty tier, for storing information about contacts.

• Action
  Create or Update Contact (Deprecated)

  Creates a contact, or updates the existing contact with the same email address, and adds it to the All contacts list. Uses Dotdigital's deprecated contact API; prefer Create or Update Contact for new automations.

• Action
  Enrol Contact in Program

  Enrols one or more contacts, or every contact in up to 10 lists, onto a Dotdigital automation program. Enrolment runs asynchronously; the returned enrolment ID tracks its progress.

• Action
  Refresh Segment

  Starts a refresh of a Dotdigital segment so its membership is recalculated, and returns the refresh status.

• Action
  Resubscribe Contact

  Resubscribes a previously unsubscribed contact to your account, sending them a re-subscription challenge email when Dotdigital requires one.

• Action
  Send Email Campaign

  Sends an email campaign to lists, segments or individual contacts, either immediately or at a scheduled date and time.

• Action
  Send SMS

  Sends a single SMS message to a mobile number, unless that number has opted out of SMS. Long messages over 160 characters are charged as multiple messages.

• Action
  Send Transactional Email

  Sends a transactional email, such as an order confirmation or password reset, with your own HTML or plain-text content. Not for marketing content.

• Action
  Unsubscribe Contact

  Unsubscribes a contact from the whole Dotdigital account by email address, and returns the suppressed contact with the date and reason.

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