Connect Casebook and SwagUp

Both apps 37Casebook 17SwagUp 20

• 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
  Low Credit Balance

  Triggers when your SwagUp credit balance is below the amount you choose, and again each time the low balance changes.

• Trigger
  Low Stock for a Product

  Triggers when a product in your SwagUp inventory is running low on stock, and again if its stock levels change while it stays low.

• Trigger
  New or Updated Order

  Triggers when an order is created or updated.

• Trigger
  New or Updated Shipment Status

  Triggers when a shipment is created or its delivery status changes.

• Trigger
  New or Updated Shipment Tracking

  Triggers when a shipment first gets a tracking number or its tracking number changes.

• Trigger
  New Redemption

  Triggered when a unique code in a code-validator campaign is redeemed. Fires each time the code's use count increases.

• Trigger
  Product Deactivated

  Triggers when a product in your SwagUp account is deactivated.

• Action
  Add Funds to Credit Balance

  Adds funds to the SwagUp account's credit balance and returns the amount added and the new current balance.

• Action
  Create a New Recipient

  Creates a new recipient (contact) in the SwagUp directory with their name, contact details and shipping address, and returns the created recipient.

• Action
  Find an Order

  Returns the SwagUp account orders that match a search term, such as an order number, with optional filters for status, proof, invoice and date.

• Action
  Find a Product by Name

  Returns the SwagUp products and packs in your account that match the specified name, with their stock, status and pack contents.

• Action
  Find a Recipient

  Returns the recipients in your SwagUp contact directory that match the search text, with optional filters such as company, external id, and creation or modification period.

• Action
  Find a Shipment

  Returns the shipments that match a search term, recipient, invoice, external ID or shipment IDs, with optional status and date filters.

• Action
  Find Inventory for Products

  Returns the current inventory of the specified products, including the stock quantity on hand for each size.

• Action
  Generate a Unique URL

  Creates a unique redemption code (token) on a SwagUp code-validator campaign, with its validity dates, usage limit and base URL, and returns the created token.

• Action
  Reorder an Existing Product

  Places a new SwagUp order for more units of a product already in your account, and returns the created order.

• Action
  Send Multiple Products to an Existing Recipient

  Creates a shipment that sends several products from your SwagUp inventory to a recipient already in your directory, and returns the new shipment.

• Action
  Send to a New Recipient Multiple Products

  Creates a new recipient in your SwagUp directory, then sends them several products from your inventory in one shipment. Returns the new shipment and the recipient's id.

• Action
  Send to Existing Recipient

  Sends one product from your SwagUp inventory to a recipient already in your directory and returns the new shipment.

• Action
  Update Existing Recipient Information

  Updates the details of an existing recipient in your SwagUp directory, such as their name, contact details or shipping address, and returns the updated recipient.

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