Connect Casebook and GoHighLevel

Both apps 50Casebook 17GoHighLevel 33

• 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 or updated contact

  Triggered when a contact is created or updated in your HighLevel sub-account.

• Action
  Add or Remove Tags on Multiple Contacts

  Adds or removes a list of tags on many contacts in one call. Choose add or remove, then supply the contact IDs and tags.

• Action
  Create appointment

  Book a new calendar appointment.

• Action
  Create contact

  Create a new contact in HighLevel.

• Action
  Create note

  Add a note to a contact.

• Action
  Create opportunity

  Creates a new opportunity for a contact in a pipeline. Unlike Upsert opportunity it never updates an existing one; whether HighLevel allows a second opportunity for the same contact in the same pipeline depends on the sub-account's duplicate-opportunity setting.

• Action
  Create task

  Create a task on a contact.

• Action
  Delete appointment

  Cancel/delete a calendar event or appointment.

• Action
  Delete contact

  Delete a contact.

• Action
  Delete note

  Delete a note from a contact.

• Action
  Delete task

  Delete a task from a contact.

• Action
  Find contacts

  Search contacts by name, email, phone, or other criteria.

• Action
  Find conversations

  Search conversations by contact or other criteria.

• Action
  Find opportunities

  Search opportunities by pipeline, stage, contact, or other criteria.

• Action
  Get appointment

  Retrieve a single calendar appointment by ID.

• Action
  Get calendar

  Retrieve a single calendar's configuration by ID.

• Action
  Get contact

  Retrieve a single contact by ID.

• Action
  Get conversation

  Retrieve a single conversation by ID.

• Action
  Get note

  Retrieve a single note on a contact.

• Action
  Get opportunity

  Retrieve a single opportunity by ID.

• Action
  List calendar events

  List calendar events within a date range.

• Action
  List calendars

  List all calendars for the location.

• Action
  List notes

  List all notes on a contact.

• Action
  List tasks

  List all tasks on a contact.

• Action
  Remove tags from contact

  Remove one or more tags from a contact.

• Action
  Send a message

  Send an SMS, email, or other conversation message to a contact.

• Action
  Update appointment

  Update an existing calendar appointment.

• Action
  Update contact

  Update an existing contact's fields.

• Action
  Update note

  Update an existing note on a contact.

• Action
  Update opportunity

  Update an existing opportunity's fields.

• Action
  Update task

  Update an existing task on a contact.

• Action
  Upsert contact

  Create a contact or update it if a matching contact already exists.

• Action
  Upsert opportunity

  Create an opportunity or update it if a matching one already exists.

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