Connect Casebook and rasa.io

Both apps 32Casebook 17rasa.io 15

• 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 Insights Action

  Triggers when a contact performs a new engagement action, such as a click or open, on the selected newsletter.

• Trigger
  New Insights Topics

  Triggers when a newsletter subscriber gets a new weekly topic cloud, showing the topics and categories they engage with.

• Trigger
  New Person

  Triggered when a new person is added to your rasa.io contacts, optionally only within a chosen list.

• Action
  Add list

  Creates a new mailing list in the rasa.io account and returns the new list's id.

• Action
  Add subscription

  Creates a subscription for a contact on a subscription type, or updates it if that contact already has a matching subscription. Returns the resulting subscription.

• Action
  Create or Update Person

  Creates a contact for the email address, or updates the existing active contact with that email, and returns the contact.

• Action
  Delete contact

  Permanently deletes a contact and the personal data held for them across this account's newsletters. A contact that cannot be fully deleted is archived instead.

• Action
  Get contact

  Returns a single contact by ID, including its subscriptions, external identifiers and custom attributes. An error occurs if the contact is not found.

• Action
  Get newsletter

  Returns a single newsletter by ID, including its associated lists and subscription types.

• Action
  List contacts

  Returns the contacts in the rasa.io account, optionally narrowed to one list or to contacts matching an external system identifier.

• Action
  List newsletters

  Returns all active newsletters in your rasa.io account, including their associated lists and subscription types.

• Action
  List segments

  Returns the segments defined on your rasa.io account, including each segment's code, name, description and any account-level attribute rule.

• Action
  List subscription types

  Returns all active subscription types in your rasa.io account, along with their active integration mappings.

• Action
  Remove contact from list

  Removes a contact from a list. The contact itself is kept and stays on any other lists.

• Action
  Update subscription

  Updates an existing subscription's email permission, active status, sync time or unsubscribe reason. Only the values you supply are changed.

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