Connect Casebook and Eventmaker

Both apps 36Casebook 17Eventmaker 19

• 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
  Created Contact

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

• Trigger
  Deleted Guest

  Triggers when a guest is deleted from an Eventmaker event.

• Trigger
  New Checkin

  Triggers when a guest is checked in at a check-in point of an Eventmaker event.

• Trigger
  New Guest

  Triggers when a new guest is added to an Eventmaker event, whatever their status.

• Trigger
  Opt-in/Opt-Out Contact

  Triggers when a contact opts in to or out of account campaigns.

• Trigger
  Opt-in/Opt-Out Guest

  Triggers when a guest opts in to or out of event or account campaigns.

• Trigger
  Registered Guest

  Triggers when a guest of an Eventmaker event gets a new registration status, such as registered.

• Trigger
  Updated Contact

  Triggers when a contact in your Eventmaker account is updated.

• Trigger
  Updated Guest

  Triggers when a guest of an Eventmaker event is updated.

• Action
  Add promo code

  Creates a promo code for an Eventmaker event, with its discount amount, usage limits and label.

• Action
  Create Guest

  Creates a new guest in an Eventmaker event.

• Action
  Delete guest

  Deletes a guest from an Eventmaker event.

• Action
  Find Guest

  Finds guests of an Eventmaker event by a search term or by their UID.

• Action
  Get contact

  Returns a single contact from your Eventmaker account, including its custom contact field values.

• Action
  Get event

  Returns the details of an Eventmaker event, including its title, dates, organizer and settings.

• Action
  List contacts

  Returns the contacts in your Eventmaker account, optionally filtered by a search text or creation date range.

• Action
  List events

  Returns the events in your Eventmaker account, optionally filtered by status, dates or search text.

• Action
  List guest categories

  Returns all guest categories of an Eventmaker event, with their names, prices and registration settings.

• Action
  Update Guest

  Updates a guest in an Eventmaker event. 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.