Connect Casebook to Shift4Shop

Both apps 29Casebook 17Shift4Shop 12

• 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 Item to Cart

  Adds a product to an existing shopping cart, with a quantity and any chosen product options.

• Action
  Create Cart

  Creates a new shopping cart in your Shift4Shop store, with optional customer, billing and shipping details.

• Action
  Create Customer

  Creates a new customer account in your Shift4Shop store with login, billing and shipping details.

• Action
  Create Order

  Creates a new order in your Shift4Shop store, with its billing details, items, shipments, payment information and totals.

• Action
  Create Product Advanced

  Creates a product in the Shift4Shop store with its full set of details, including pricing, inventory, shipping, images, options, categories and discounts. Returns the store's confirmation for the new product.

• Action
  Create Product Simple

  Creates a new product in your Shift4Shop store and returns its catalog ID.

• Action
  Delete Product

  Deletes a product from the store.

• Action
  Find Customer

  Returns the customers in your Shift4Shop store that match the email, name, location, phone or last-updated dates you specify.

• Action
  Find Order

  Returns the orders that match the invoice number, billing email, status or date criteria you specify.

• Action
  Find Product

  Returns the products in your Shift4Shop store that match the SKU, name, price, cost, stock, status flags or last-updated dates you specify.

• Action
  Update Order

  Updates an existing order in the Shift4Shop store by its order ID, changing only the fields you fill in.

• Action
  Update Product

  Updates an existing product in the Shift4Shop catalog. Only the values you fill in are changed.

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