Connect Casebook and WooCommerce

Both apps 59Casebook 17WooCommerce 42

• 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 Customer

  Polling trigger: fires for each newly registered customer (sorted by registration date descending).

• Trigger
  New Order

  Polling trigger: fires for each newly created order (sorted by date descending).

• Trigger
  New Product

  Polling trigger: fires for each newly created product (sorted by date descending).

• Action
  Add order note

  Adds a note to a WooCommerce order, either private for store staff or shown to the customer.

• Action
  Add order refund

  Creates a refund on a WooCommerce order, optionally for specific line items and through the payment gateway.

• Action
  Create Coupon

  Create a new discount coupon.

• Action
  Create Customer

  Create a new customer.

• Action
  Create Order

  Create a new order.

• Action
  Create Product

  Create a new product in WooCommerce.

• Action
  Create Product Category

  Create a new product category.

• Action
  Create Product Tag

  Create a new product tag.

• Action
  Create Product Variation

  Create a variation under a variable product.

• Action
  Delete Coupon

  Deletes a coupon from your WooCommerce store, either moving it to the trash or removing it permanently.

• Action
  Delete Customer

  Permanently deletes a customer from the WooCommerce store and returns the deleted customer record.

• Action
  Delete Order

  Deletes an order from your WooCommerce store, either moving it to the trash or removing it permanently.

• Action
  Delete Product

  Delete a product by ID (force delete bypasses trash).

• Action
  Get Coupon

  Returns a single coupon by its ID, including its code, discount, restrictions and usage details.

• Action
  Get Customer

  Retrieve a customer by ID.

• Action
  Get Order

  Retrieve an order by ID.

• Action
  Get Product

  Retrieve a product by ID.

• Action
  Get product by SKU

  Emits the details of the product with the specified SKU. An error occurs if zero or multiple are found.

• Action
  Get product category by name

  Emits the id of the product category with the matching name. An error occurs if the category is not found.

• Action
  Get product tag by name

  Emits the id of the product tag with the matching name. An error occurs if the tag is not found.

• Action
  List Coupons

  List discount coupons, optionally filtered by code.

• Action
  List Customers

  List customers, optionally filtered by email or search term.

• Action
  List order notes

  Returns the notes on a WooCommerce order, optionally limited to customer-facing or internal notes.

• Action
  List order refunds

  Returns the refunds issued against a WooCommerce order.

• Action
  List Orders

  List orders, optionally filtered by status or customer.

• Action
  List Product Categories

  List product categories, optionally filtered by search term.

• Action
  List Product Reviews

  Returns product reviews from your WooCommerce store, optionally filtered by product, reviewer, status, date or search text.

• Action
  List Products

  List products with optional search, status, and SKU filters.

• Action
  List Product Tags

  List product tags, optionally filtered by search term.

• Action
  List Product Variations

  List variations under a variable product.

• Action
  Product attributes - assign to product

  Assigns the configured product attributes to the specified product. Send the attributes array as JSON.

• Action
  Product variation attributes - assign to product variation

  Assigns the configured attributes to the specified product variation.

• Action
  Update Coupon

  Updates an existing coupon's code, discount, expiry, usage limits and product or email restrictions.

• Action
  Update Customer

  Updates an existing WooCommerce customer's name, email, login, password, billing and shipping addresses, or meta data.

• Action
  Update Order

  Update an order by ID (e.g. change status).

• Action
  Update Product

  Update an existing product by ID.

• Action
  Update Product Category

  Updates an existing product category's name, slug, parent, description, display type, image or menu order.

• Action
  Update Product Stock Quantity

  Update a product's stock quantity (product must have manage_stock enabled).

• Action
  Update Product Variation

  Update a product variation by ID.

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