Connect Casebook and Manychat

Both apps 35Casebook 17Manychat 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.

• Trigger
  New or Updated Custom Field

  Triggers when a subscriber custom field is created on the Manychat page, or an existing one's name, type or description changes.

• Action
  Add custom field

  Creates a new subscriber custom field on your Manychat page, with the name, data type and description you choose.

• Action
  Add tag

  Creates a new tag on your Manychat page.

• Action
  Add Tag to User

  Adds one of your Manychat page's tags to a subscriber.

• Action
  Create Subscriber

  Creates a new Manychat subscriber (contact) from a name plus an email, phone or WhatsApp number, and returns the created subscriber.

• Action
  Delete tag

  Deletes a tag from your Manychat page and removes it from every subscriber that has it. This cannot be undone.

• Action
  Find User by Custom Field

  Returns up to 100 Manychat subscribers whose Text or Number custom user field holds the value you specify, most recently updated first.

• Action
  Find User by ID

  Returns the full profile of one Manychat subscriber by their subscriber ID, including contact details, tags and custom field values.

• Action
  Find User by Name

  Returns up to 100 subscribers whose full name matches the name you specify.

• Action
  Get page info

  Returns details of the connected Manychat page: its id, name, category, avatar, username, about text, description, Pro status and timezone.

• Action
  List custom fields

  Returns every subscriber custom field defined on the Manychat page, with each field's id, name, type and description.

• Action
  List flows

  Returns all automations (flows) on the connected Manychat page, along with the folders they are organized in.

• Action
  List tags

  Returns every tag defined on your Manychat page, with each tag's id and name.

• Action
  Remove Tag From User

  Removes a tag from a Manychat subscriber (contact).

• Action
  Send flow

  Sends one of your Manychat automations (flows) to a subscriber.

• Action
  Set bot field

  Sets the value of a Manychat bot field (an account-wide field shared by all subscribers).

• Action
  Set Custom Field

  Sets the value of one custom user field on a Manychat subscriber.

• Action
  Update subscriber

  Updates an existing Manychat subscriber's name, phone, email, gender and opt-in consent, and returns the updated subscriber record.

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