Casebook and Salesflare
How to connect Casebook
- Via Zapier — 3 operations available. Set it up ↗
About Casebook
Casebook is a platform for human and social services.
Casebook operations on Zapier
Actions (3)
Things Salesflare can make it do
- Create a Case — Creates a new Case in cb Engage.
- Create a Person — Creates a new Person in Casebook.
- Create an Intake Report — Creates a new Report in cb Intake.
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