Connect Casebook and Zabun

Both apps 35Casebook 17Zabun 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
  Full Property Poll (Single Use)

  Triggers with the full data of Zabun properties changed since the last poll (and new ones when Include New is on). Use it in one automation only: Zabun tracks a single poll position.

• Trigger
  New Account

  Triggers when a new account is added to Zabun.

• Trigger
  New Contact

  Triggers when a new contact is added to Zabun.

• Trigger
  New Property

  Triggers when a new property is added to Zabun.

• Trigger
  New Task

  Triggers when a new task is added to Zabun.

• Trigger
  Poll Property

  Triggers when a Zabun property is added or changed; returns its summary data.

• Trigger
  Poll Task

  Triggers when a Zabun task is added or changed; returns its summary data.

• Trigger
  Updated Account

  Triggers when a Zabun account is updated.

• Trigger
  Updated Contact

  Triggers when a Zabun contact is updated.

• Action
  Create Contact

  Creates a new contact in Zabun and returns it with its new ID.

• Action
  Create or Update Contact

  Finds a Zabun contact matching the given details and updates it, or creates a new contact when none matches.

• Action
  Create Task

  Creates a new task in Zabun, optionally linked to a contact or property.

• Action
  Delete Contact

  Deletes a contact from Zabun by its ID.

• Action
  Get Account by ID

  Returns one Zabun account (a company grouping contacts) by its ID.

• Action
  Get Contact by ID

  Returns one Zabun contact by its ID, with name, email, phone, address and assigned sales rep.

• Action
  Get Property by AutoID

  Returns the full details of one Zabun property by its AutoID.

• Action
  Unsubscribe

  Unsubscribes every Zabun contact with the given email address from untargeted mailings.

• Action
  Update Contact

  Updates an existing Zabun contact identified by its ID; only the fields you fill in are changed.

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