Connect Casebook and InflatableOffice

Both apps 37Casebook 17InflatableOffice 20

• 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 Customer

  Triggers when a new customer is created in InflatableOffice.

• Trigger
  New Lead

  Triggers when a new lead is created in InflatableOffice.

• Action
  Create Customer

  Creates a customer with contact details, address and tags. If a matching customer already exists, returns that customer's ID.

• Action
  Create Journal Entry

  Creates a journal (CRM note) entry on a lead or customer.

• Action
  Create Lead

  Creates a lead (event quote or booking) for a new or existing customer, with event date, location and rentals.

• Action
  Create Task

  Creates a task linked to a customer, lead or organization.

• Action
  Delete Customer

  Deletes a customer. A customer that has leads is marked inactive instead.

• Action
  Delete Lead

  Deletes a lead.

• Action
  Get Customer

  Returns one customer's contact details, address and notes by customer ID.

• Action
  Get Lead

  Returns one lead (event booking) with its event details and totals by lead ID.

• Action
  Get Rental

  Returns one rental inventory item with its name, description, quantity and category.

• Action
  Get Worker

  Returns one worker's contact details and pay rate.

• Action
  List Categories

  Returns the inventory categories in your account.

• Action
  List Customers

  Returns a page of customers in your account.

• Action
  List Leads

  Returns a page of leads, optionally matched by keyword, modified-date range or a saved lead filter.

• Action
  List Rentals

  Returns a page of active rental inventory items, optionally limited to one category.

• Action
  List Workers

  Returns a page of approved workers in your account.

• Action
  Record Payment

  Records a payment taken outside InflatableOffice on a lead. It does not charge a card.

• Action
  Update Customer

  Updates an existing customer; fields left blank keep their current values.

• Action
  Update Lead

  Updates an existing lead; fields left blank keep their current values.

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