Connect Casebook to SMSAPI

Both apps 29Casebook 17SMSAPI 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 Blacklisted Number

  Adds a phone number to the account's blacklist so no SMS messages are sent to it, optionally until an expiration date.

• Action
  Add Sender Name

  Adds a new sender name to the SMSAPI account. The name starts inactive until SMSAPI verifies it.

• Action
  Check HLR Lookup

  Checks a mobile number against the HLR (Home Location Register). The lookup is accepted immediately; the detailed network result is sent to the HLR callback URL set in the SMSAPI Customer Portal.

• Action
  Create Contact

  Creates a contact in the SMSAPI contact database.

• Action
  Delete Blacklisted Number

  Removes a single number from the SMSAPI blacklist, so messages can be sent to it again.

• Action
  Delete Contact

  Deletes a contact from the SMSAPI contact database by its ID.

• Action
  Get Account Balance

  Returns the current credit balance (points) and profile details of the connected SMSAPI account.

• Action
  List Blacklisted Numbers

  Lists the phone numbers on the account's blacklist (numbers SMS sending is blocked to), with each entry's id, number, date added and expiration date.

• Action
  List Sender Names

  Lists every sender name on the SMSAPI account with its status (ACTIVE / INACTIVE), whether it is the default, and when it was created.

• Action
  Send Text Message

  Sends an SMS to one or more phone numbers through SMSAPI.

• Action
  Send Text Message to Group

  Sends an SMS to every contact in a group from the SMSAPI contacts database.

• Action
  Update Contact

  Updates an existing contact in the SMSAPI contacts database. Only the fields 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.