Connect Casebook to Rezdy

Both apps 32Casebook 17Rezdy 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 availability

  Creates a new availability session for a Rezdy product at a specific start time, with its seat count and optional price overrides. Returns the created session.

• Action
  Add booking

  Creates a new booking in Rezdy for one or more products and returns its order number.

• Action
  Add customer

  Creates a new customer in your Rezdy account and returns the created customer record.

• Action
  Delete booking

  Cancels an existing Rezdy booking and returns the cancelled booking. Rezdy notifies the customer unless notifications are turned off, and refunds Automated Payment bookings.

• Action
  Find availability

  Returns the sessions of one or more products in a date range, with seats available and pricing for each session.

• Action
  Find bookings

  Returns the bookings that match your search, such as a customer name, order status, product, tour date or creation date.

• Action
  Find customers

  Returns customers whose first or last name, company name or email match the search text.

• Action
  Find products

  Returns your Rezdy products whose name, product code or internal code match the search text, or all your products when the search is left blank.

• Action
  Find vouchers

  Returns the gift card vouchers in your Rezdy account whose voucher code matches the search text.

• Action
  Get booking

  Returns one Rezdy booking by its order number, including the customer, booked items, participants, payments and booking fields.

• Action
  Get customer

  Returns a customer by their Rezdy ID, including contact details, address and marketing preferences. An error occurs if the customer is not found.

• Action
  Get product

  Returns one Rezdy product by its product code, including its price options, images, extras and booking fields.

• Action
  Update availability

  Updates one session of a product, identified by its local start time, changing its total seats, seats available, or session prices. Returns the updated session.

• Action
  Update booking

  Updates an existing booking's customer, booking fields, participant details, pickup location and reseller details. Details you leave blank keep their current values.

• Action
  Update product

  Updates an existing Rezdy product's details, booking fields and price options, and returns the updated product.

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