Casebook and Salesflare

How to connect Casebook

Casebook is a platform for human and social services.

Things Salesflare can make it do

Create a Case — Creates a new Case in cb Engage.
Create an Intake Report — Creates a new Report in cb Intake.
Create/Update a Person — Creates or updates a person in Casebook with line-item support, custom fields, and optional match-before-creating.

Run workflows right from your browser. Include the URL & Title of the current page or add fields…

MyCase is legal case management software for unparalleled productivity.

Make recurring work fun, fast, and faultless

Akiflow is an app that allows you to collect tasks from multiple sources and plan them.

The Industry Leading Real Estate Content Platform. Manage, share, and collaborate on the content…

Lark is the next-generation collaboration suite that enables teams to do their best work togethe…

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.