Connect Casebook and Mews

Both apps 52Casebook 17Mews 35

• 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 Accounting Item

  Triggers when a new accounting (order) item is posted in Mews.

• Trigger
  New Closed Bill

  Triggers when a bill is closed in Mews.

• Trigger
  New Company Event

  Triggers when a new company profile is created in Mews.

• Trigger
  New Customer Event

  Triggers when a customer is added or updated in Mews.

• Trigger
  New Reservation Event

  Triggers when a reservation is created or changes, such as a new booking, check-in or check-out.

• Trigger
  New Space Block Event

  Triggers when a space is blocked as out of order or for internal (house) use in Mews.

• Action
  Add Customer File

  Attaches a file to a customer profile in Mews.

• Action
  Add external payment

  Adds a payment that was taken outside Mews (cash, wire transfer, voucher, etc.) to a customer's or company's bill.

• Action
  Add message

  Adds a message to a Mews message thread that this integration created.

• Action
  Add Reservation Companion

  Adds a customer as a companion on a reservation, if the reservation has room for another guest.

• Action
  Cancel reservation

  Cancels one or more reservations in Mews. Succeeds only if the reservations can be cancelled.

• Action
  Confirm reservation

  Confirms one or more optional reservations in Mews, marking them as Confirmed.

• Action
  Create Availability Block

  Creates an availability block (group allotment) in Mews.

• Action
  Create Company

  Creates a company profile in Mews.

• Action
  Create Customer

  Creates a customer profile in Mews and returns its id.

• Action
  Create New Task

  Creates a task for hotel staff in Mews.

• Action
  List bills

  Returns bills from Mews, optionally filtered by bill, customer, enterprise, state, type and issued, paid, due, created or updated dates.

• Action
  List companies

  Returns the company profiles of the property, optionally filtered by ids, names, external identifiers, activity state or created/updated time.

• Action
  List customers

  Returns customers from Mews, filtered by ids, emails, names, loyalty codes, company or created/updated/deleted time window.

• Action
  List payments

  Returns payments filtered by ids, accounts, bills, reservations, dates, state or type. At least one filter must be supplied.

• Action
  List products

  Returns the products (extras such as breakfast or parking) offered with the selected services.

• Action
  List rates

  Returns the rates (pricing setups) of the chosen Mews services, optionally filtered by property, rate, external identifier, activity state or update time.

• Action
  List reservations

  Returns the reservations in your Mews property, filtered by ids, confirmation numbers, states or date ranges.

• Action
  List resources

  Returns the resources (rooms, beds, spaces and other bookable units) of your Mews properties, optionally filtered by id, name or created/updated time.

• Action
  List services

  Returns the services (accommodation, restaurant, extras) offered by the property.

• Action
  List tasks

  Returns tasks of the property, filtered by task, department, reservation, or by when they were created, closed or due.

• Action
  Process reservation

  Checks out a reservation, marking it as Processed. Optionally closes the guests' bills or allows an open balance with a note.

• Action
  Search Bill by Id

  Finds a bill in Mews by its id.

• Action
  Search Customer by Email, Id or Name

  Finds customers in Mews by id, email, first name or last name.

• Action
  Search for a Reservation by Customer Id

  Finds the reservations owned by a customer in Mews.

• Action
  Search for a Reservation by Reservation Id

  Finds a reservation in Mews by its id.

• Action
  Search for Current Rate Prices

  Returns the prices of a rate for each night in a date range.

• Action
  Start reservation

  Checks in a reservation, marking it as Started. The reservation must be confirmed and have an inspected room assigned.

• Action
  Update Company

  Updates a company's name, invoicing email, phone or notes in Mews.

• Action
  Update Customer

  Updates a customer's name, email, phone or notes in Mews; blank fields are left unchanged.

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