Connect Casebook to RD Station

Both apps 32Casebook 17RD Station 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.

• Action
  Add contact

  Creates a new contact in the RD Station Marketing lead base. Fails if a contact with the same email or phone already exists.

• Action
  Add custom field

  Creates a new custom contact field in your RD Station Marketing account.

• Action
  Add tag to contact

  Adds one or more tags to an existing RD Station Marketing contact, found by UUID, email or phone. Tags are added alongside the contact's existing tags.

• Action
  Conversion Event

  Records a conversion event in RD Station Marketing, creating or updating the contact identified by email or phone.

• Action
  Delete contact

  Deletes a contact from RD Station Marketing, found by its UUID, email or phone.

• Action
  Delete custom field

  Deletes a custom contact field from the RD Station Marketing account. Default fields cannot be deleted.

• Action
  Get contact

  Returns a contact's standard and custom fields, looked up by UUID, email or phone.

• Action
  List contact events

  Returns the conversion or opportunity events recorded for an RD Station Marketing contact.

• Action
  List custom fields

  Returns all contact fields in the RD Station Marketing account, both standard and custom fields.

• Action
  List segmentation contacts

  Returns the contacts that belong to an RD Station Marketing segmentation.

• Action
  List segmentations

  Returns the segmentations (contact segments) defined in your RD Station Marketing account.

• Action
  Lost Deal

  Marks an existing RD Station Marketing contact as a lost opportunity in the default funnel, with a loss reason.

• Action
  Update contact

  Updates an existing contact in RD Station Marketing, found by its uuid, email or phone. Creates the contact if none matches.

• Action
  Update custom field

  Updates the name, label, data type, presentation type and options of an existing contact custom field in RD Station Marketing.

• Action
  Won Deal

  Marks an existing RD Station Marketing contact as a won opportunity (sale), optionally with the deal value.

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