Connect Casebook and Relatel

Both apps 40Casebook 17Relatel 23

• 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 Call

  Triggers when a new call is made or received in Relatel.

• Trigger
  New message

  Triggered when a new message is sent or received in Relatel.

• Trigger
  New Smiley

  Triggers when a caller or chat visitor gives a new smiley (satisfaction rating) in Relatel.

• Trigger
  New voicemail

  Triggers when a new voicemail is left for an employee or reception.

• Action
  Add comment

  Adds a comment to a contact in Relatel, optionally notifying a colleague.

• Action
  Add contact

  Adds a new contact to your Relatel company and returns the new contact's id.

• Action
  Cloak Reception

  Sets which reception's number is shown as the caller ID on the authenticated employee's outgoing calls.

• Action
  Delete contact

  Deletes a contact from your Relatel organization and returns Relatel's confirmation message.

• Action
  Dial call

  Initiates a phone call: rings the authenticated employee's phone, then connects them to the given number.

• Action
  Do Not Disturb

  Turns Do Not Disturb on or off for the connected employee and returns the updated employee.

• Action
  Find contact by phone number

  Finds a Relatel contact by its phone number and returns the contact's details.

• Action
  Get contact

  Returns a single contact, including its phone number, name, email, tags and latest activity, by its contact ID.

• Action
  Get employee

  Returns one employee in your Relatel company by ID, including name, email, phone number, presence and do-not-disturb status.

• Action
  Join a Group

  Adds the authenticated employee to an employee group and returns the group's details after joining.

• Action
  Leave a Group

  Removes the authenticated employee from the chosen employee group and returns the group's details.

• Action
  List calls

  Returns calls in the Relatel account, optionally filtered by start time, end time, direction or the employee or reception that took the call.

• Action
  List contacts

  Returns the contacts in your Relatel account, optionally only those with a given phone number.

• Action
  List employee groups

  Returns all employee groups in your Relatel account, with each group's name, presence status and member employees.

• Action
  List employees

  Returns all employees in your Relatel company, including their phone numbers, presence and group memberships.

• Action
  List receptions

  Returns all receptions (phone lines/queues) in the Relatel account.

• Action
  List voicemails

  Returns the account's voicemails, optionally filtered by recording time, recipient or phone number. Returns up to 100 voicemails.

• Action
  Send SMS

  Sends an SMS to one or more phone numbers from your Relatel account or one of your receptions.

• Action
  Update contact

  Updates an existing contact's phone number, name, email, flag or tags, and returns the updated contact.

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