Connect Casebook and Print.one Postcards

Both apps 34Casebook 17Print.one Postcards 17

• 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 Campaign

  Triggers when a new campaign is created in Print.one.

• Trigger
  New Campaign Item

  Triggers when a new postcard is added to a Print.one campaign.

• Action
  Cancel Campaign Item

  Cancels a postcard in a Print.one campaign before it is printed.

• Action
  Create Campaign Item

  Creates a postcard for a recipient in a Print.one campaign; set draft to hold it before sending.

• Action
  Delete coupon

  Deletes a coupon from your Print.one account.

• Action
  Get Campaign

  Returns one Print.one campaign.

• Action
  Get Campaign Item

  Returns one postcard in a Print.one campaign, with its status.

• Action
  List campaign items

  Returns the items (postcards) in a campaign, optionally filtered by status, format, dates and more.

• Action
  List Campaigns

  Returns the Print.one campaigns in the account.

• Action
  List Coupons

  Returns the coupon lists in the Print.one account.

• Action
  List mailings

  Returns the mailings of a Print.one campaign, optionally filtered by status, destination or creation date.

• Action
  Pause campaign

  Pauses a campaign so it stops sending out items; new orders are still accepted and held until the campaign is resumed.

• Action
  Resume campaign

  Resumes a paused campaign so it starts sending out postcards again, and returns the updated campaign.

• Action
  Send Campaign Item

  Sends a draft postcard in a Print.one campaign.

• Action
  Update campaign

  Updates a campaign's name, description, default return address, Postfilter category or billing ID.

• Action
  Update campaign item

  Updates the recipient address or personalization values of a campaign item (postcard) that has not yet been sent.

• Action
  Validate Address

  Checks a postal address with Print.one and returns the validation result.

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