Connect Casebook to Marketing 360

Both apps 31Casebook 17Marketing 360 14

• 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 task

  Adds a new task to the Marketing 360 CRM and returns the new task's id.

• Action
  CRM - Create or Update Contact

  Updates the contact matching the given email or phone, or creates a new contact when none matches. Returns the contact's id and whether it was created or updated.

• Action
  CRM - Create or Update Lead

  Creates a lead under a lead source, or updates the existing lead with the same email address. Returns the lead's id, timestamps and lead source.

• Action
  CRM - Get Contact ID by Phone

  Returns the ID of the CRM contact that has the given phone number, and whether a contact was found.

• Action
  CRM - Update Contact by ID

  Updates an existing Marketing 360 CRM contact by ID, changing only the name, email, phone, statuses, types and custom fields you fill in.

• Action
  Delete contact

  Deletes a contact from the Marketing 360 CRM by its ID.

• Action
  Find contacts by filters

  Returns the contacts in your Marketing 360 CRM that match the filters you specify, such as a name, email or phone number.

• Action
  Get contact

  Returns a single CRM contact by its ID, including its source, assignees, types, statuses, tags and custom field values.

• Action
  List assignees

  Returns the users in the Marketing 360 account who can be assigned to a CRM contact, with each user's name and username.

• Action
  List contacts

  Returns all contacts in the Marketing 360 account's CRM.

• Action
  List contact sources

  Returns the contact sources set up in the Marketing 360 CRM account, each with its id and name.

• Action
  List contact statuses

  Returns the contact statuses defined in the Marketing 360 CRM account, with each status's id and name.

• Action
  List custom fields

  Returns the custom fields defined on the Marketing 360 CRM account, including each field's name, type and any nested child fields.

• Action
  Update task

  Updates an existing CRM task in Marketing 360, changing only the details you provide, and returns the task's id with a confirmation message.

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