Connect Casebook and Piggy

Both apps 36Casebook 17Piggy 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 Contact

  Triggers when a new contact is created.

• Trigger
  New Credit Reception

  Triggers when a contact receives credits (new credit reception).

• Trigger
  New Reward Reception

  Triggers when a contact redeems a reward (new reward reception).

• Trigger
  Voucher Created

  Triggers when a new voucher is created.

• Trigger
  Voucher Redeemed

  Triggers when a voucher is redeemed.

• Action
  Calculate Credits

  Calculates how many credits a contact would receive for a given unit value at a business profile.

• Action
  Create Batch of Vouchers

  Creates a batch of vouchers for a promotion; the batch is processed asynchronously.

• Action
  Create Contact Attribute

  Creates a new contact attribute on the account.

• Action
  Create Contact by Email Address

  Creates a new contact with the given email address.

• Action
  Create Credit Reception

  Gives a contact credits at a business profile, either a fixed number or calculated from a unit value.

• Action
  Create Reward Reception

  Redeems a reward for a contact, deducting the required credits.

• Action
  Create Voucher

  Creates a voucher for a promotion, optionally assigned to a contact.

• Action
  Find Contact by Email Address

  Finds a Piggy contact by email address and returns its UUID.

• Action
  Find or Create Contact by Email Address

  Finds a contact by email address, creating it when none exists.

• Action
  Find Voucher

  Finds a voucher by its code.

• Action
  Get Contact by UUID

  Returns a contact by its UUID.

• Action
  List Rewards

  Returns the rewards in the loyalty program with the credits each one requires.

• Action
  Redeem Voucher

  Redeems a voucher by its code at a business profile.

• Action
  Update Contact Attribute(s)

  Updates one or more attribute values on a contact.

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