Connect Casebook to Mailercloud

Both apps 35Casebook 17Mailercloud 18

• 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
  Add contact
• Action
  Add Contact to List

  Adds a new contact to the selected Mailercloud list's.

• Action
  Add property

  Create Property (custom contact property), Custom Properties section.

• Action
  Add Tags to Contact

  Adds one or more existing tags to a contact.

• Action
  Create List

  Creates a new contact list in your Mailercloud account.

• Action
  Create or Update Contact (Upsert)

  Creates a contact, or updates it if one with the same email already exists — in a single step.

• Action
  Create Tag

  Creates a new tag in your Mailercloud account.

• Action
  Delete Tag

  Deletes a tag from your Mailercloud account.

• Action
  Get contact

  /v1/contacts/{id} (Get Contact Details).

• Action
  Get list

  /v1/list/{id} (Get Single List Details).

• Action
  List contacts

  /v1/contacts/search (Get Contacts in a List); lists contacts of a list with pagination.

• Action
  List lists

  /v1/lists/search (List Lists); paginated.

• Action
  List properties

  List Property (contact properties), Custom Properties section.

• Action
  List tags

  Lists the tags in your Mailercloud account (first 100), optionally filtered by name.

• Action
  Remove Tags From Contact

  Removes one or more tags from an existing contact. Use this because updating a contact only adds tags and never removes them.

• Action
  Update Contact

  Update a existing contact in your account.

• Action
  Update List

  Renames an existing contact list.

• Action
  Update Tag

  Renames an existing tag.

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