Connect Casebook and Stripe

Both apps 49Casebook 17Stripe 32

• 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
  New Charge

  Triggers when a new charge is created.

• Trigger
  New Charge (instant)

  Fires instantly when a charge succeeds in Stripe, via a self-registered webhook (charge.succeeded). The platform registers/deletes the Stripe webhook endpoint automatically at automation activation/deactivation. Payload binds as {{ trigger.body.* }}.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  New Event

  Triggers when a new Stripe event is created (covers all event types via the Events API).

• Trigger
  New Invoice

  Triggers when a new invoice is created.

• Trigger
  New paid and available charge

  Triggered when a new paid and available charge is created.

• Trigger
  New paid charge

  Triggered when a new paid charge is created.

• Trigger
  New plan

  Triggered when a new plan is created.

• Trigger
  New Product

  Triggers when a new product is created.

• Trigger
  New Refund

  Triggers when a new refund is created.

• Trigger
  New Subscription

  Triggers when a new subscription is created.

• Action
  Cancel Subscription

  Cancels a subscription by its ID.

• Action
  Create Charge

  Creates a charge. Amount is in the smallest currency unit (e.g. cents).

• Action
  Create charges (bulk charge creation)

  Creates a charge in Stripe.

• Action
  Create Customer

  Creates a new customer in Stripe.

• Action
  Create Payment Intent

  Creates a PaymentIntent (the modern Stripe payment flow). Amount is in the smallest currency unit.

• Action
  Create Price

  Creates a price for a product. unit_amount is in the smallest currency unit.

• Action
  Create Product

  Creates a product (a good or service) in Stripe.

• Action
  Create Refund

  Refunds a charge or payment intent. Provide charge or payment_intent; amount optional for partial refund.

• Action
  Create refund by charge id (distinct from Create Refund)

  Creates a refund for a specific charge id.

• Action
  Create Subscription

  Creates a subscription for a customer to one or more prices.

• Action
  Delete Customer

  Permanently deletes a customer by ID.

• Action
  Find Customer by Email

  Searches for customers matching an email address.

• Action
  Get Charge

  Retrieves a charge by its ID.

• Action
  Get charge details (distinct from Get Charge)

  Retrieves a charge's details by its charge id.

• Action
  Get Customer

  Retrieves a customer by their Stripe ID.

• Action
  Get Invoice

  Retrieves an invoice by its ID.

• Action
  Get Refund

  Retrieves a refund by its ID.

• Action
  Get Subscription

  Retrieves a subscription by its ID.

• Action
  Get transaction details

  Retrieves a transaction's details by its transaction id.

• Action
  List balance transactions

  List balance transactions (txn_xxx) for the account, most recent first.

• Action
  Update Customer

  Updates an existing customer by ID.

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