Connect Casebook and SweepWidget

Both apps 36Casebook 17SweepWidget 19

• 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 Entry - Get User Data

  Triggers when a new user enters your giveaway, returning their name, email and details.

• Action
  Add Entry Method

  Adds an entry method (a way to earn entries) to a giveaway.

• Action
  Add Manual Entries

  Adds bonus entries for a user who has already entered a giveaway.

• Action
  Add Prize

  Adds a prize to a giveaway.

• Action
  Add Unlock Reward

  Adds an unlock reward (milestone prize entry or coupon) to a giveaway.

• Action
  Create Giveaway

  Creates a new giveaway and returns its ID, link and embed code.

• Action
  Delete Entry Method

  Deletes an entry method from a giveaway.

• Action
  Delete Giveaway

  Deletes a giveaway (SweepWidget support can recover it).

• Action
  Enter User Into Giveaway

  Enters a person into a giveaway.

• Action
  Get User Referral Link

  Returns a user's referral link for a giveaway.

• Action
  List Giveaway Entries

  Returns every entry made in a giveaway, 50 per page.

• Action
  List Giveaways

  Returns your live, scheduled or expired giveaways, 50 per page.

• Action
  List Giveaways Entered by User

  Returns the IDs of your giveaways that a user has entered, found by user ID or email.

• Action
  List Giveaway Users

  Returns each unique user who entered a giveaway, 50 per page.

• Action
  List Giveaway Winners

  Returns the winners of a giveaway, 50 per page.

• Action
  List User Entries

  Returns the entries one user completed in a giveaway.

• Action
  Update Entry Method

  Updates an entry method on a giveaway; fields left empty stay unchanged.

• Action
  Update Giveaway

  Updates a giveaway's settings; fields left empty stay unchanged.

• Action
  Update Whitelisted Emails

  Sets which emails may enter one giveaway, or all of your giveaways.

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