Connect Casebook and SuiteDash

Both apps 30Casebook 17SuiteDash 13

• 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 Company

  Triggers when a new company is created in SuiteDash.

• Trigger
  New Contact

  Triggers when a new contact is created in SuiteDash.

• Trigger
  New Project

  Triggers when a new project is created in SuiteDash.

• Action
  Add contacts to marketing audience

  Subscribes a contact to one or more SuiteDash marketing audiences.

• Action
  Create Company

  Creates a new company in SuiteDash CRM with a role, optionally attaching a primary contact.

• Action
  Create Contact

  Creates a new CRM contact (lead, client or prospect) in SuiteDash.

• Action
  Find Company

  Finds a single SuiteDash company by its UID or name and returns the company record, including its custom fields.

• Action
  Find Contacts

  Finds a SuiteDash CRM contact by its UID or email address and returns the full contact record.

• Action
  Find Project

  Finds a single SuiteDash project by its UID, exact name, part of its name, or returns the most recently created project.

• Action
  List worlds

  Returns the Worlds set up in your SuiteDash account (requires the WORLDS Power-up).

• Action
  Update Company

  Updates an existing SuiteDash company — its name, phones, address, category, tags, communities, worlds and custom fields. Returns the updated company.

• Action
  Update Contact

  Updates an existing SuiteDash CRM contact, found by its unique id or email, and returns the updated contact.

• Action
  Update Project

  Updates an existing SuiteDash project's name, status, dates, information and economics, found by its id or name.

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