Connect Casebook and Orderspace

Both apps 46Casebook 17Orderspace 29

• 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 created in Orderspace.

• Trigger
  New Dispatch

  Triggers when items on an Orderspace order are dispatched.

• Trigger
  New Invoice

  Triggers when an invoice is created in Orderspace.

• Trigger
  New Order

  Triggers when a new order is placed in Orderspace.

• Trigger
  New Payment

  Triggers when a payment is made or recorded on an Orderspace invoice.

• Trigger
  New Product

  Triggers when a new product is created in Orderspace.

• Trigger
  Updated Customer

  Triggers when a customer is updated in Orderspace, returning the customer record with the updates applied.

• Trigger
  Updated Inventory Level

  Triggers when the stock on hand or available quantity of a product variant changes in Orderspace.

• Trigger
  Updated Order

  Triggered when an order is changed. Watches the 200 most recently created orders.

• Trigger
  Updated Product

  Triggers when a product is updated in Orderspace, returning the product with the updates applied.

• Action
  Add invoice

  Creates an invoice in Orderspace for one or more of a customer's orders.

• Action
  Add product

  Creates a new product with its variants, prices and categories in Orderspace.

• Action
  Create Customer

  Creates a new customer (a company that places orders) in Orderspace, with its buyer login, contact emails and address.

• Action
  Create Dispatch

  Creates a dispatch for an order, marking the given items as shipped and reducing stock on hand. The order becomes fulfilled once all its items are dispatched.

• Action
  Create Order

  Creates an order for an existing customer, with product, custom and shipping lines.

• Action
  Delete customer

  Deletes a customer from your Orderspace site.

• Action
  Delete order

  Deletes an order in Orderspace.

• Action
  Delete product

  Deletes a product (and its variants) from your Orderspace catalog.

• Action
  Get customer

  Returns a single Orderspace customer by its ID, including buyers, addresses, email addresses and assigned price list, payment terms and customer group.

• Action
  Get dispatch

  Returns a single dispatch (the fulfilled items of an order) by its ID, including shipping address and dispatch lines.

• Action
  Get invoice

  Returns a single invoice by its ID, including its lines, orders, billing address and payments.

• Action
  Get order

  Returns a single Orderspace order by its ID, including customer details, addresses, order lines and totals.

• Action
  Get product

  Returns a single product by its ID, including its variants, prices, categories and images.

• Action
  List customers

  Returns a list of customers, most recently created first, optionally filtered by company name, buyer email, status, reference, payment terms, group or price list.

• Action
  List inventory levels

  Returns stock levels (on hand and available quantities) for product variants, optionally filtered by product, SKU, or created/updated date.

• Action
  List orders

  Returns orders from your Orderspace site, most recently created first, optionally filtered by date, number, status, reference, customer or standing order.

• Action
  Update customer

  Updates an existing Orderspace customer. Fields left blank keep their current values.

• Action
  Update Inventory Level

  Sets the on-hand or available stock quantity for a product variant, identified by its SKU.

• Action
  Update product

  Updates an existing product in Orderspace, including its details, variants, categories and images. Fields left blank stay unchanged.

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