Connect Casebook and Mayar

Both apps 36Casebook 17Mayar 19

• 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 added to your Mayar account.

• Trigger
  New Recurring Transaction (Subscription)

  Triggers when a new paid membership (subscription) transaction is completed in Mayar, including renewals.

• Trigger
  New Transaction (Non-Recurring)

  Triggers when a new paid transaction is completed in Mayar.

• Action
  Change Product Status

  Closes a Mayar product to new payments, or re-opens a closed one.

• Action
  Create Customer

  Creates a Mayar customer from a name, email and mobile number.

• Action
  Create Dynamic QR Code

  Creates a dynamic QRIS payment code for an amount and returns its image URL.

• Action
  Find Customer by Email

  Finds a Mayar customer by email address.

• Action
  Get Account Balance

  Returns your Mayar account balance: total, active (withdrawable) and pending amounts.

• Action
  Get Invoice

  Returns a Mayar invoice with its amount, payment status and customer.

• Action
  Get Payment Request

  Returns a Mayar single payment request with its amount and status.

• Action
  Get Product

  Returns one Mayar product with its price, type, status and links.

• Action
  Get Transaction

  Returns one Mayar transaction with its amount, status, payment method and customer.

• Action
  List Customers

  Returns a page of Mayar customers.

• Action
  List Invoices

  Returns a page of Mayar invoices, optionally filtered by status or search text.

• Action
  List Products

  Returns a page of Mayar products, optionally filtered by search text or type.

• Action
  List Transactions

  Returns a page of paid Mayar transactions, optionally filtered by customer, product type or date range.

• Action
  Update Customer Email

  Changes a Mayar customer's email address.

• Action
  Update Invoice

  Updates an existing Mayar invoice's description, expiry or notes.

• Action
  Verify License

  Checks whether a SaaS subscription license code is active for a Mayar product.

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