Connect Casebook to Slybroadcast

Both apps 27Casebook 17Slybroadcast 10

• 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
  Cancel Campaign

  Cancels a scheduled or running Slybroadcast campaign. A cancelled campaign cannot be restarted.

• Action
  Delete Audio File

  Deletes an audio file from your Slybroadcast account. Campaigns already scheduled with it still go out.

• Action
  Get Credit Balance

  Returns how many message credits remain in your Slybroadcast account and how many are pending for scheduled messages.

• Action
  List Audio Files

  Returns the audio files in your Slybroadcast account with their system file names, titles, creation dates and durations.

• Action
  Pause Campaign

  Pauses a running Slybroadcast campaign so it can be resumed later.

• Action
  Remove Numbers from Do Not Dial List

  Removes phone numbers from your Slybroadcast Do Not Dial list.

• Action
  Resume Campaign

  Resumes a paused Slybroadcast campaign.

• Action
  Start New Campaign Using an Audio File

  Sends a ringless voicemail campaign using an audio file already in your Slybroadcast account, to a list of phone numbers or an uploaded phone list.

• Action
  Start New Campaign Using an Audio URL

  Sends a ringless voicemail campaign using an audio file at a URL, to a list of phone numbers or an uploaded phone list.

• Action
  Stop Campaign

  Stops a running Slybroadcast campaign. A stopped campaign cannot be restarted.

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