Connect Casebook to Hospitable

Both apps 82Casebook 17Hospitable 65

• 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.

• Action
  All Payouts

  Returns Airbnb payouts.

• Action
  All Transactions

  All Transactions in Hospitable.

• Action
  Cancel Manual Reservation

  Cancel a manual reservation. Only manual reservations can be cancelled through this endpoint.

• Action
  Cancel Scheduled Message

  Cancels a scheduled message so it will not be sent to the guest. The scheduled message record itself is preserved and can be restored with the restore-scheduled-message endpoint.

• Action
  Create Owner Statement Transaction

  Creates an owner-statement expense or reimbursement transaction.

• Action
  Create Task

  Creates a manual operations task on a property. Supports immediate internal teammate assignment via `teammate_uuid`. Marketplace assignment is not supported through this endpoint.

• Action
  Delete a Knowledge Hub item

  Deletes a Knowledge Hub aggregate item from a property.

• Action
  Delete a Knowledge Hub topic

  Deletes a Knowledge Hub topic and all of its aggregate items from a property.

• Action
  Delete Owner Statement Transaction

  Deletes an owner-statement expense or reimbursement transaction.

• Action
  Delete Task

  Deletes a manual operations task. Marketplace-backed tasks cannot be deleted through this endpoint.

• Action
  Get Agreement

  Returns a single rental agreement with rendered **content**, structured **fields** (guest-submitted values), and a **pdf_url** for signed agreements.

• Action
  Get Agreements

  Returns a paginated list of rental agreement **summaries** for the authenticated account, ordered by most recently created first.

• Action
  Get Alerts

  Returns a paginated list of dashboard alerts for the authenticated team. Alerts are issues that need attention — for example a disconnected channel, low smart-lock battery, failed payment, or a detect

• Action
  Get an Enrichable Shortcode by Key

  Returns the value that has been provided for the key.

• Action
  Get Business

  Returns a single Owner Statements business by UUID.

• Action
  Get Businesses

  Returns a paginated list of Owner Statements businesses for the active team.

• Action
  Get Channels

  Returns the booking-platform channels connected to the account (Airbnb, VRBO, Booking.com, Agoda, iCal, manual, direct). Use the `user_id` field as the `host` filter on the get-custom-codes endpoint.

• Action
  Get Custom Codes

  Returns the account's user-defined custom codes (`%%key%%`) used in guest messages. Filter by scoping fields to narrow.

• Action
  Get Inquiries

  > 📘 **Available includes:**

• Action
  Get Inquiry by UUID

  > 📘 **Available includes:**

• Action
  Get Opportunities

  Returns a paginated list of dashboard opportunities for the authenticated team. Opportunities are suggestions that can improve listing performance — for example enabling property protection, optimizin

• Action
  Get Owner

  Returns a single property owner by UUID, including `owner_portal_status` and `bank_account_status`.

• Action
  Get Owners

  Returns a paginated list of property owners for the active team (Owner Statements), including `owner_portal_status` and `bank_account_status`.

• Action
  Get Owner Statement

  Returns a single owner statement or invoice by UUID, including lean money totals by default (for example `total_reservation_income`, `taxes_to_manager`, `taxes_to_owner`, `total_due_to_owner`) plus `p

• Action
  Get Owner Statements

  Returns a paginated list of owner statements and invoices for the active team.

• Action
  Get Owner Statement Transaction

  Returns a single owner-statement expense transaction by UUID.

• Action
  Get Owner Statement Transactions

  Returns a paginated list of owner-statement expense and reimbursement transactions.

• Action
  Get Properties

  > 📘 **Available includes:**

• Action
  Get Property Availability Settings

  Returns availability and booking rules for a property: advance notice, rolling availability window, maximum and minimum stay, check-in/check-out day restrictions, preparation time, instant book, and r

• Action
  Get Property by UUID

  > 📘 **Available includes:**

• Action
  Get Property Calendar

  Get Property Calendar in Hospitable.

• Action
  Get Property Devices

  Returns the smart devices connected to a property: smart locks and thermostats. Filter by `device_type` to restrict to a single category.

• Action
  Get Property Images

  Get Property Images in Hospitable.

• Action
  Get Property Knowledge Hub

  Returns the Knowledge Hub for a property, including all sources, topics, and aggregate items. Aggregate items under each topic are the primary representation of knowledge for that property.

• Action
  Get Property Pricing

  Returns pricing settings saved on a property: currency, base and weekend nightly rates, fees, guests included, maximum occupancy, and security deposit configuration.

• Action
  Get Property Reviews

  Returns a paginated list of reviews that guests have left for a specific property.

• Action
  Get Property Taxes

  Returns the tax rules configured for a property: type, calculation method, rate or amount, subjects, and per-channel activation and remittance flags.

• Action
  Get Reservation

  > 📘 **Available includes**:

• Action
  Get Reservation Messages

  > **Rate Limits**: (per vendor OAuth client, or per Hospitable account if using PATs)

• Action
  Get Reservations

  > 📘 **Available includes:**

• Action
  Get Short Codes

  Returns the catalog of built-in shortcodes (`%key%`) that can be embedded in guest messages, including the events they apply to. Filter by a specific event to see the subset valid for that lifecycle s

• Action
  Get Task

  Returns a single task by UUID. `start_date` and `end_date` are ISO-8601 datetimes in the property local timezone (identified by the `timezone` field).

• Action
  Get Tasks

  Returns a paginated list of operations tasks for one or more properties, with optional filters for dates, task types, and statuses.

• Action
  Get Teammate

  Returns a single teammate by UUID.

• Action
  Get Teammates

  Returns a paginated list of internal teammates associated with the account. Use this to resolve a teammate UUID for the task create/update endpoints.

• Action
  Get Upsell Product

  Returns a single upsell product by UUID, including the same catalog fields as the list endpoint plus `can_edit_pricing_type` and a resolved `payout_method` when available.

• Action
  Get User & Billing

  Get User & Billing in Hospitable.

• Action
  List Enrichable Shortcodes

  Returns the enrichable shortcodes scoped to the client along with the values that have been provided.

• Action
  List Guest Reviews

  Returns host-of-guest review records on the account, including pending drafts you have not yet submitted, reviews you have already sent to the platform, and reviews that were cancelled. Use `status` t

• Action
  List Purchased Upsells

  Returns a paginated list of purchased upsells for the authenticated account, ordered by most recently paid first (`paid_at` descending, then id).

• Action
  List Reservation Scheduled Messages

  Returns the scheduled messages attached to a single reservation, including ones that have already been sent and ones that have been cancelled. Time fields are returned in the reservation's local timez

• Action
  List Upsell Products

  Returns a paginated list of upsell products in the authenticated account catalog (early check-in, late checkout, custom fees, trip insurance, and similar offers you configure for guests).

• Action
  Lock Smart Lock

  Sends a lock command to the smart lock and returns the refreshed device state once the provider confirms the action. The response shape matches the get-property-devices item shape.

• Action
  Mark Owner Statement As Paid

  Marks a published owner statement as paid.

• Action
  Mark Owner Statement As Unpaid

  Marks a paid owner statement as unpaid (returns it to published).

• Action
  Publish Owner Statement

  Starts an asynchronous publish for the owner statement.

• Action
  Respond to a Review

  Respond to a review received for a reservation.

• Action
  Restore Scheduled Message

  Restores a previously cancelled scheduled message so it will be sent at its existing `scheduled_for` time.

• Action
  Retrieve a Payout

  Retrieve a Payout in Hospitable.

• Action
  Retrieve a Transaction

  Retrieve a Transaction in Hospitable.

• Action
  Search Properties

  This endpoint allows you to search up to **3 years** in the future and for a max period of **90 days**.

• Action
  Send a Message for an Inquiry

  > **Rate Limits**: (per vendor OAuth client, or per Hospitable account if using PATs)

• Action
  Set an Enrichable Shortcode

  Set an Enrichable Shortcode in Hospitable.

• Action
  Unlock Smart Lock

  Sends a unlock command to the smart lock and returns the refreshed device state once the provider confirms the action. The response shape matches the get-property-devices item shape.

• Action
  Unpublish Owner Statement

  Starts an asynchronous unpublish for the owner statement.

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