Connect Casebook and vFairs

Both apps 72Casebook 17vFairs 55

• 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 Attendee Registers on vFairs

  Triggers when a new attendee registers for your vFairs event.

• Trigger
  New Exhibitor Registers on vFairs

  Triggers when a new exhibitor (booth representative) is added to your vFairs event.

• Trigger
  New or Update Attendee on vFairs

  Triggers when an attendee registers for or updates their profile in your vFairs event.

• Trigger
  New or Update Speaker on vFairs

  Triggers when a speaker is added to or updates their profile in your vFairs event.

• Action
  Create/Update Booth

  Creates a new booth or updates an existing booth based on whether booth_id is provided.

• Action
  Create/Update Booth Document

  Creates a new booth document or updates an existing one. Include document_id to update, omit to create new.

• Action
  Create/Update Booth Representative

  Creates a new booth representative or updates an existing one based on whether user_id is provided.

• Action
  Create/Update Booth Video

  Creates a new booth video or updates an existing one.

• Action
  Create/Update Floor

  Creates a new floor or updates an existing floor based on whether floor_id is provided.

• Action
  Create/Update Session

  Creates a new session or updates an existing one. For multi-language events, create separate sessions for each language using different language_id values.

• Action
  Create/Update Session Handout

  Creates a new session handout or updates an existing one. Use handout_id=0 for new handouts.

• Action
  Create/Update Session Track

  Creates a new session track or updates an existing one. For multi-language events, create separate tracks for each language to ensure proper localization.

• Action
  Create/Update User Segment

  Creates a new user segment or updates an existing segment. The criteria_type determines which additional fields are required.

• Action
  Create/Update User Segment Rule

  Creates a new user segment rule or updates an existing rule based on whether id is provided.

• Action
  Delete Attendee

  Permanently removes an attendee from the event.

• Action
  Delete Booth

  Permanently removes a booth and optionally its associated representatives.

• Action
  Delete Booth Document

  Permanently deletes a booth document by its unique identifier.

• Action
  Delete Booth Representative

  Removes a booth representative from the system permanently.

• Action
  Delete Booth Video

  Deletes a booth video by its unique identifier.

• Action
  Delete Floor

  Permanently removes a floor and all associated data.

• Action
  Delete Job Vacancy

  Permanently removes a job vacancy from the specified booth.

• Action
  Delete Session

  Permanently removes a session from the event.

• Action
  Delete Session Handout

  Deletes a session handout by its unique identifier.

• Action
  Delete Session Track

  Permanently removes a session track from the event. This action cannot be undone and will affect any sessions associated with this track.

• Action
  Delete Speaker

  Removes a speaker from sessions or deletes them entirely from the event. Supports targeted removal from specific sessions or complete deletion.

• Action
  Delete User Segment

  Permanently removes a user segment and all associated data.

• Action
  Delete User Segment Rule

  Permanently removes a user segment rule and all associated data.

• Action
  Detach Speaker from All Sessions by Email

  Removes all associations between a speaker and their assigned sessions using the speaker's email address.

• Action
  Detach Speaker from All Sessions by Speaker ID

  Removes all associations between a speaker and their assigned sessions using the speaker's unique identifier.

• Action
  Detach Speaker from Session by Email

  Removes the association between a speaker and a session using the session ID and speaker email address.

• Action
  Detach Speaker from Session by Speaker ID

  Removes the association between a speaker and a session using their unique identifiers.

• Action
  Get Attendee Form Fields

  Retrieves all available registration form fields configured for the event. Use the `slug` values as keys when creating or updating attendees.

• Action
  Get Attendees

  Retrieves a paginated list of event attendees with optional filtering and sorting capabilities.

• Action
  Get Booth Documents

  Retrieves a paginated list of booth documents from the event with optional filtering capabilities.

• Action
  Get Booth Representatives

  Retrieves a paginated list of booth representatives with optional filtering by `booth`.

• Action
  Get Booths

  Retrieves a paginated list of exhibition booths with optional filtering capabilities.

• Action
  Get Booth Videos

  Retrieves a paginated list of booth videos for the event.

• Action
  Get Cities

  Retrieves a paginated list of cities for a specific region.

• Action
  Get Countries

  Retrieves a paginated list of all available countries.

• Action
  Get Event Details

  Retrieves comprehensive details for a specific event including metadata, configuration settings, and status information.

• Action
  Get Event Languages

  Retrieves a paginated list of `languages` available for event localization and multi-language configuration.

• Action
  Get Floors

  Retrieves a paginated list of `floors` for the current event.

• Action
  Get Job Categories

  Retrieves a paginated list of all available job categories for organizing career opportunities.

• Action
  Get Job Vacancies

  Retrieves a paginated list of job vacancies for a specific booth with optional filtering capabilities.

• Action
  Get Job Vacancy Fields

  Retrieves available job field options including experience levels, job types, education levels, and job categories for use in job vacancy creation and filtering.

• Action
  Get QR Scan Analytics

  Retrieves paginated `QR scan analytics` data showing who scanned whom and when during the event.

• Action
  Get Regions

  Retrieves a paginated list of regions for a specific country.

• Action
  Get Session Handouts

  Retrieves a paginated list of `session handouts`. Supports filtering by `session` or `handout` ID.

• Action
  Get Sessions

  Retrieves a paginated list of event `sessions` with optional filtering capabilities. Use `session_id` parameter to fetch details for a specific `session`.

• Action
  Get Session Tracks

  Retrieves a paginated list of `session tracks` for the event. Supports filtering by `track ID`, `session type`, and `status`.

• Action
  Get Speaker Form Fields

  Retrieves the dynamic form configuration for speaker registration. Returns field definitions including validation rules and data types required for speaker creation.

• Action
  Get Speakers

  Retrieves a paginated list of `speakers` for the event. Supports filtering by `speaker` details and `session` associations.

• Action
  Get User Journey Analytics

  Retrieves detailed user journey analytics showing user interactions, page visits, and engagement patterns throughout the event.

• Action
  Get User Segment Rules

  Retrieves a paginated list of user segment rules for the current event.

• Action
  Get User Segments

  Retrieves a paginated list of user segments for the current event with optional filtering.

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