Connect Casebook and iContact

Both apps 44Casebook 17iContact 27

• 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 contact

  Triggers when a new contact is added to an iContact client folder, optionally only contacts on a chosen list.

• Trigger
  New list

  Triggers when a new subscriber list is created in an iContact client folder.

• Action
  Add campaign

  Creates a new campaign (sending profile with sender name, sender email and CAN-SPAM mailing address) in an iContact client folder.

• Action
  Add custom field

  Creates a new custom field for contacts in an iContact client folder.

• Action
  Create Contact

  Create a new contact in an iContact client folder.

• Action
  Create List

  Create a new contact list in a client folder.

• Action
  Create Message

  Create a new email message in a client folder.

• Action
  Delete Contact

  Delete an iContact contact by contact ID.

• Action
  Delete list

  Deletes a subscriber list from an iContact client folder.

• Action
  Get Accounts

  List iContact accounts accessible to these credentials.

• Action
  Get campaign

  Returns one iContact campaign (its sending profile, from name and email, and mailing address) by its id.

• Action
  Get Client Folders

  List client folders within an iContact account.

• Action
  Get Contact

  Retrieve a single iContact contact by contact ID.

• Action
  Get list

  Returns one subscriber list from an iContact client folder, including its name, public name and description.

• Action
  Get message

  Returns one email message from an iContact client folder, including its subject, HTML and text bodies, and SpamCheck results.

• Action
  List Campaigns

  List sending campaigns (from-name/email profiles) in a client folder.

• Action
  List Contacts

  List contacts in a client folder, optionally filtered by email or status.

• Action
  List Custom Fields

  List custom fields defined in a client folder.

• Action
  List Lists

  Retrieve all contact lists in a client folder.

• Action
  List Messages

  List email messages in a client folder.

• Action
  List sends

  Returns every email send (pending, sending, released and cancelled) in an iContact client folder, including its message, target lists and segments, schedule, recipient count and status.

• Action
  List Subscriptions

  List subscriptions in a client folder, optionally filtered by contact or list.

• Action
  Send Message to List

  Schedule/send an existing message to one or more lists.

• Action
  Subscribe Contact to List

  Subscribe a contact to a list (creates a subscription).

• Action
  Unsubscribe Contact from List

  Remove a subscription, unsubscribing a contact from a list.

• Action
  Update Contact

  Update an existing iContact contact by contact ID.

• Action
  Update list

  Updates an existing iContact subscriber list's name, public name, description or owner-notification setting. Only the values you supply are changed.

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