Connect Dotdigital and casebook to Build Intelligent Automations

Choose a Trigger

Dotdigital

When this happens...

Choose an Action

casebook

Automatically do this!

Enable Integrations or automations with these events of Dotdigital and casebook

Enable Integrations or automations with these events of Dotdigital and casebook

Actions

Create a List

Create a List

Creates a list.

Create Contact Data Field

Create Contact Data Field

Creates a contact data field within the account.

Refresh Segment

Refresh Segment

Refreshes a segment.

Send Email Campaign

Send Email Campaign

Send a marketing email to a contact.

Send SMS

Send SMS

Send a marketing SMS to a contact.

Send Transactional Email

Send Transactional Email

Sends a transactional email.

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Frequently Asked Questions

How do I start an integration between Dotdigital and casebook?

To start, connect both your Dotdigital and casebook accounts to viaSocket. Once connected, you can set up a workflow where an event in Dotdigital triggers actions in casebook (or vice versa).

Can we customize how data from Dotdigital is recorded in casebook?

Absolutely. You can customize how Dotdigital data is recorded in casebook. This includes choosing which data fields go into which fields of casebook, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Dotdigital and casebook?

The data sync between Dotdigital and casebook typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Dotdigital to casebook?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Dotdigital and casebook?

Yes, you can set conditional logic to control the flow of data between Dotdigital and casebook. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Dotdigital

About Dotdigital

Dotdigital is a leading marketing automation platform that empowers businesses to engage with their customers through email, SMS, and other digital channels. It provides tools for creating personalized marketing campaigns, automating customer journeys, and analyzing campaign performance to drive better engagement and conversions.

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casebook

About casebook

Casebook is a platform for human and social services.

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