Connect Casebook and Woodpecker.co

Both apps 42Casebook 17Woodpecker.co 25

• 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
  Campaign Completed

  Triggers when a Woodpecker campaign status changes to COMPLETED.

• Trigger
  Email Opened

  Triggers when a prospect opens your email.

• Trigger
  Email Sent

  Triggers when Woodpecker sends an email to prospect from campaign.

• Trigger
  Follow-Up After Autoreply

  Triggers when you set a date for resuming follow-ups after you got an autoreply from a prospect.

• Trigger
  Link Clicked

  Triggers when a prospect clicks on a link in your email.

• Trigger
  Manual Task Created

  Triggers when a manual task of any type is created.

• Trigger
  Manual Task Done

  Triggers when a manual task is marked as done.

• Trigger
  Manual Task Ignored

  Triggers when a manual task is marked as ignored.

• Trigger
  Prospect Autoreplied

  Triggers when you get an autoresponder from a prospect, or when you manually mark a prospect as AUTOREPLIED.

• Trigger
  Prospect Blacklisted

  Triggers when a prospect status is changed to BLACKLISTED manually or when prospect unsubscribes from Woodpecker.

• Trigger
  Prospect Bounced

  Triggers when a prospect’s email address bounces your message and the prospect status gets changed to BOUNCED in Woodpecker.

• Trigger
  Prospect Interested

  Triggers when a prospect is marked as INTERESTED.

• Trigger
  Prospect Invalid

  Triggers when a prospect’s email address doesn't exist on an external server. This check happens when Woodpecker tries to send an email to this prospect. Status is changed to INVALID in Woodpecker.

• Trigger
  Prospect Maybe Later

  Triggers when a prospect's interest level is marked as MAYBE LATER.

• Trigger
  Prospect Nonresponsive

  Triggers when a prospect's status is changed to NONRESPONSIVE

• Trigger
  Prospect Not Interested

  Triggers when a prospect is marked as NOT INTERESTED.

• Trigger
  Prospect Opt Out

  Triggers when prospect unsubscribes from your emails or is marked as OPT-OUT manually.

• Trigger
  Prospect Replied

  Triggers when a prospect replies to your email or is manually marked as REPLIED in Woodpecker.

• Trigger
  Prospect Saved

  Triggers when a Woodpecker prospect is created or updated.

• Trigger
  Secondary Reply

  Triggers when a secondary reply is found by Woodpecker.

• Action
  Blacklist Domain

  Add a domain to a blacklist. It will automatically block ongoing and future sending to all prospects within a given domain.

• Action
  Create/Update Prospect

  Adds a new prospect or Updates existing prospect in the list of Prospects.

• Action
  Create/Update Prospect in Campaign

  Adds a new prospect or updates existing prospect's data in a campaign of choice.

• Action
  Find Prospect Email

  Finds prospect by email address.

• Action
  Stop Follow-Ups

  Stop follow-ups planned for this prospect.

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