Connect Casebook to MoEngage

Both apps 25Casebook 17MoEngage 8

• 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 or Remove User From Cohort (Audience)

  Adds users to, or removes users from, a partner-synced custom segment (cohort) in MoEngage. Only users who already exist in MoEngage are matched; no new users are created.

• Action
  Create or update device

  Creates a new device for an existing MoEngage user, or updates the properties of one of that user's devices. MoEngage accepts the request and processes it shortly afterwards.

• Action
  Create or Update User

  Creates a new MoEngage user or updates the attributes of an existing user.

• Action
  Delete users

  Requests permanent deletion of one MoEngage user, identified by customer ID or MoEngage ID. The user stays active for a 24-hour buffer period and cannot be retrieved once deleted.

• Action
  Fetch Campaign Report

  Downloads a generated MoEngage campaign report file by its file name. Reports can be downloaded for 7 days after they are generated.

• Action
  Find users

  Returns the MoEngage user profiles that match the Customer IDs or MoEngage IDs you specify, and lists any IDs that were not found.

• Action
  Import User Event

  Records one or more events a user performed, with their attributes and times, on the user's MoEngage profile. Creates the user if needed.

• Action
  Merge users

  Merges duplicate MoEngage user profiles by moving each merged user's data into the retained user. MoEngage cannot undo a merge, so check the user IDs before running it.

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