Connect Casebook and Qualtrics

Both apps 30Casebook 17Qualtrics 13

• 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 Mailing List Contact

  Triggers when a contact is added to a Qualtrics mailing list.

• Trigger
  New Survey

  Triggers when a new survey appears in the Qualtrics account.

• Action
  Create Mailing List Contact

  Adds a contact to a Qualtrics mailing list. Qualtrics updates the existing contact instead when it matches your directory's deduplication settings.

• Action
  Delete Mailing List Contact

  Removes a contact from a Qualtrics mailing list.

• Action
  Distribute Survey via Email

  Sends a Qualtrics survey invitation by email to a mailing list, using a message from your library, at the date you choose.

• Action
  Get Distribution

  Returns one Qualtrics survey distribution by ID, with its send date, headers, recipients and delivery stats.

• Action
  Get Mailing List Contact

  Returns one contact in a Qualtrics mailing list, with name, email, phone, embedded data and unsubscribe status.

• Action
  Get Response Export Progress

  Returns the status of a Qualtrics response export, and the file ID once the export is complete.

• Action
  List Distributions

  Returns the distributions (email invites, reminders, links) sent for a Qualtrics survey.

• Action
  List Mailing List Contacts

  Returns the contacts in a Qualtrics mailing list.

• Action
  List Surveys

  Returns the surveys in the Qualtrics account, with each survey's ID, name, owner, active flag and dates.

• Action
  Start Response Export

  Starts an export of a Qualtrics survey's responses and returns the export's progress ID; check it with Get Response Export Progress.

• Action
  Update Mailing List Contact

  Updates a contact's name, email, phone, external reference or language in a Qualtrics mailing list. Fields left blank are not changed.

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