Connect Casebook and RepairDesk

Both apps 33Casebook 17RepairDesk 16

• 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
  Employee Commission

  Triggers when an employee's payroll report row (pay period, commissions and net pay) appears or changes.

• Trigger
  Inventory Updated

  Triggers when an inventory item is added or changed (stock, price, name or other details).

• Trigger
  New Customer

  Triggers when a new customer is added in RepairDesk.

• Trigger
  New Inventory Item

  Triggers when a new inventory item is added in RepairDesk.

• Trigger
  New Invoice

  Triggers when a new invoice is created in RepairDesk.

• Trigger
  New Lead

  Triggers when a new lead (appointment) is created in RepairDesk.

• Trigger
  New Payment Added

  Triggers when a payment is recorded against an invoice in your RepairDesk store today.

• Trigger
  New Ticket

  Triggers when a new repair ticket is created in RepairDesk.

• Trigger
  Ticket Status Change

  Triggers when the repair status of a device on a ticket changes (checks the 1000 most recently created tickets).

• Action
  Add Payment

  Records a payment against an existing RepairDesk invoice.

• Action
  Create a New Invoice

  Creates a new invoice for a customer in RepairDesk with the given line items.

• Action
  Create a New Ticket

  Creates a repair ticket in RepairDesk for a customer, with one or more device line items.

• Action
  Create Customer

  Creates a new customer in RepairDesk with their contact details and address.

• Action
  Create Lead

  Creates a lead (appointment) in RepairDesk with the customer's contact details and the devices they want repaired.

• Action
  Find Customer

  Finds customers whose name, phone, email, postcode, city, organization or driving licence matches a keyword, optionally narrowed by referral source.

• Action
  Update Ticket

  Updates a repair ticket's summary (customer, discount, totals) and its line items (devices), including their parts, conditions and images.

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