Connect Drip and casebook to Build Intelligent Automations

Choose a Trigger

Drip

When this happens...

Choose an Action

casebook

Automatically do this!

Enable Integrations or automations with these events of Drip and casebook

Enable Integrations or automations with these events of Drip and casebook

Triggers

New Subscriber

New Subscriber

Triggers when a new subscriber is added to Drip.

New Subscriber Tag

New Subscriber Tag

Triggers when a new tag is applied to a subscriber.

Remove Subscriber Tag

Remove Subscriber Tag

Triggers when a tag is removed from a subscriber.

New Custom Event

New Custom Event

Triggers when a subscriber performs a custom event.

Update Custom Field

Update Custom Field

Triggers when a subscriber custom field is updated.

Complete Campaign

Complete Campaign

Triggers when a subscriber completes a campaign.

Actions

Add Tag to Subscriber

Add Tag to Subscriber

Adds a tag to a subscriber.

Remove Tag From Subscriber

Remove Tag From Subscriber

Removes a tag from a subscriber.

Subscribe to Campaign

Subscribe to Campaign

Subscribes someone to a campaign.

Trigger Event

Trigger Event

Creates an event for a subscriber (e.g. "Signed up for a trial").

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Frequently Asked Questions

How do I start an integration between Drip and casebook?

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

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

Absolutely. You can customize how Drip 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 Drip and casebook?

The data sync between Drip 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 Drip 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 Drip and casebook?

Yes, you can set conditional logic to control the flow of data between Drip 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.

Drip

About Drip

Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.

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casebook

About casebook

Casebook is a platform for human and social services.

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