Connect Casebook and Trengo

Both apps 35Casebook 17Trengo 18

• 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 Internal Note

  Fires when an internal note is added to a Trengo ticket.

• Trigger
  New Outbound Message

  Triggers when an outbound message is created.

• Trigger
  Ticket Label Added

  Triggers when a label is added to a conversation.

• Action
  Add internal note to ticket

  Adds an internal note (visible only to agents) to a Trengo ticket.

• Action
  Add ticket

  Create a new support ticket.

• Action
  Add ticket label

  Attaches an existing label to a Trengo ticket.

• Action
  Create a Contact

  Creates a contact on a Trengo channel. If a contact with the same identifier already exists on that channel, Trengo returns the existing contact instead of creating a duplicate.

• Action
  Create webhook

  Subscribes a URL to one Trengo webhook event type. Used by Trengo instant triggers to register their delivery URL on activation.

• Action
  Delete contact

  Delete a contact by id.

• Action
  Delete ticket

  Delete a ticket by id.

• Action
  Find a Contact

  Returns the Trengo contacts that match the search term.

• Action
  Get contact

  Retrieve a single Trengo contact by its id.

• Action
  Get webhook

  Fetches a webhook by ID, including the event it listens for, the address it sends to and its signing secret. An error occurs if the webhook is not found.

• Action
  List contacts

  List all contacts.

• Action
  List labels

  Lists the ticket labels defined in the Trengo account (first page).

• Action
  List tickets

  Returns all tickets the connected user is authorized to see, optionally filtered by status, contact, users, channels, labels, last message type or update time.

• Action
  Send a Message

  Sends a reply message on an existing Trengo ticket, over the ticket's own channel.

• Action
  Update contact

  Update an existing contact by id.

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