Connect Casebook and Goaffpro

Both apps 34Casebook 17Goaffpro 17

• 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 payment

  Fires when a payment is made to an affiliate. Vendor supports webhook registration via /admin/webhooks; subscribe to the payment-created event.

• Action
  Add affiliate

  Create a new affiliate.

• Action
  Add commission rate

  Add a special commission rate to the commission plan.

• Action
  Add coupon to affiliate

  Assign a custom coupon to an affiliate.

• Action
  Add order

  Create a referral order and attribute it to an affiliate.

• Action
  Add payment

  Mark affiliates as paid in bulk.

• Action
  Add reward

  Give a reward to an affiliate.

• Action
  Delete affiliate

  Delete an affiliate by id.

• Action
  Delete order

  Delete an order and its commission from the affiliate's account.

• Action
  Find affiliates by criteria

  Search affiliates by criteria (email, name, etc).

• Action
  List commission rates

  List all special commission rates configured on products/collections.

• Action
  List coupons

  List coupons in the program.

• Action
  List orders

  List referral orders attributed to affiliates.

• Action
  List payments

  List payment history made to affiliates.

• Action
  List rewards

  List rewards given to affiliates (signup bonus, target bonus, MLM commission, etc).

• Action
  Update affiliate

  Update an affiliate's details by id.

• Action
  Update order

  Update an order by id.

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