People and Services Webhooks

Overview

The Low-Code People and Services Webhooks feature allows your organization to automatically share Casebook data with other systems — without needing a developer.
It uses webhooks and Zapier to send data to external tools like QuickBooks Online, Sage Intacct, or SurveyMonkeywhen new People or Service records are created or updated in Casebook.

This helps you connect Casebook to your existing tools for billing, surveys, reporting, and more — all while keeping your data secure and consistent.

💡 What Is a Webhook?

A webhook is a small, automated message that Casebook sends to another application when something specific happens.
For example:

When a new Person is added in Casebook, a webhook can send their name and contact info to your CRM or email platform.
When a new Service Interaction is created, a webhook can trigger a Zapier workflow that updates your billing software or data tracker.

Think of webhooks as Casebook’s way of saying, “Hey — something just happened!” and passing the right data along.

⚙️ Capabilities

Use Webhooks + Zapier for outgoing integrations to your other systems — no coding required.
(Available for Team and Enterprise plans only)
Simple lookups: Send only the data you need, like person details or service event information.
Email and phone fields included: Webhooks now include contact information for People and Service Delivery records.
Supports both “People” and “Service delivery” webhooks, making it flexible across different Casebook modules.

🧾 Example Data Structure

Each webhook message includes a small, consistent data package that looks like this:

👥 Real-World Example

Scenario:
A human services agency uses Casebook to document client interactions and QuickBooks Online to manage billing and reimbursements.

Each time a staff member logs a Service Interaction in Casebook for example, a counseling session, job readiness workshop, or home visit a webhook automatically sends the key details (such as client name, service type, date, and worker) to QuickBooks through Zapier.

This automation allows the finance team to:

Generate invoices automatically, based on completed service sessions.
Reduce duplicate data entry between Casebook and accounting systems.
Ensure billing accuracy by pulling directly from verified service data.

Additional Examples:

A youth development organization sends attendance records from Casebook to a Google Sheet for program reporting.
A family services agency connects webhooks to SurveyMonkey to automatically send post-service satisfaction surveys.
A homelessness prevention program uses webhooks to update a shared outcomes tracker whenever a client receives a new service.

These automations help teams stay focused on service delivery rather than manual administrative work while ensuring data is accurate, consistent, and easy to report on across systems.

✅ Key Benefits

Low- or no-code setup — connect Casebook to your other apps using Zapier’s drag-and-drop workflows.
Saves time — eliminates duplicate data entry across systems.
Improves accuracy — ensures consistent information in every platform.
Flexible — you control which events trigger webhooks and what data they send.
Secure — all data is transmitted safely and follows Casebook’s integration standards.

⚠️ Things to Know

Webhooks are outgoing only (they send data from Casebook to another app).
You’ll need Zapier or a similar automation tool to complete the connection.
Available only for Team and Enterprise customers.
You can test this feature using:
- QuickBooks Online
- Sage Intacct
- SurveyMonkey (or similar tools)

🧰 Configuration Steps (via Zapier)

In Zapier, create a Zap and select Casebook Webhook as the trigger.
Choose the Event Type you want to send (e.g., “When a new Person is created”).
Connect your destination app (QuickBooks, Google Sheets, etc.).
Map the data fields you want to include (e.g., name, email, event time).
Test and enable your Zap — Casebook will now send updates automatically.

📞 Need Help?

If you’d like help setting up your webhook connection, contact Casebook Support.