What Pascal actions are available in Zapier

In Zapier, integrations can be created to automate the process of creating and managing cases in Pascal from another CRM system. Several Pascal actions are available to achieve a variety of automations.

Create Business Case

The action Create Business Case allows you to create a case in Pascal with the case typ Business. The majority of the fields for Business and Person cases are the same but there are differences. All fields unique to this case type are noted in italic.

This action has the option Case Deduplicate which can be utilised to skip creating the case, if an identical case already exists.

The following properties are available when creating the case:

• Case Confidence - Allows you to choose searching Relative (adhering to the set up confidence policy) or Exact (only showing 100% exact matches). This is a required field.
• Case Name - Provide here the name you would like to screen upon. This is a required field and has to have at least 2 but no more than 255 characters.
• Case Aliases - A list of additional name variations to be screened upon. This is a required field and has to have at least 2 but no more than 255 characters.
• Case Additional Terms - Provide here words that boost results if these words are present in any visible text field.
• Case Excluded Terms - Provide here words to exclude from the search results.
• Case Company Number
• Case Country - The country the company is located in. Provided in ISO 3166-1 alpha-2 or alpha-3 format.
• Case Address
• Case Description - Text to include as a description of the case. This information is not used to search upon.
• Case Status - Allows you to create a case with the status Preview or In review.
• Linked Clients - Provide here clients that you would like the case to be added to. These can be an existing client names or a new client names. 
• Linked Client Identifiers - Instead of providing client names to link the case to, the client identifiers can be used to link specific clients to the case.
• Case Screening Categories - If not the default screening categories should be applied on this case, specific screening categories can be provided to screen this case upon. Of the screening categories provided, only ones available in your subscription will be applied.
• Case Assignee ID - Provide a user ID to assign this user to the case. If no case assignee is provided, the default case assignee policy is used to assign the case.
• Case Assignee Email - Instead of providing a assignee ID, the email of the user can be used to assign them.
• Case Assignee Group ID - Instead of assigning the case to a user, the case can be assigned to a group by providing the group ID.
• Case Deduplicate - Set this option to True or False. If set to true, the creation of this case is skipped if all screening information is identical to an already existing case.

Create Person Case

The action Create Person Case allows you to create a case in Pascal with the case typ Person. The majority of the fields for Business and Person cases are the same but there are differences. All fields unique to this case type are noted in italic.

This action has the option Case Deduplicate which can be utilised to skip creating the case, if an identical case already exists.

The following properties are available when creating the case:

• Case Confidence - Allows you to choose searching Relative (adhering to the set up confidence policy) or Exact (only showing 100% exact matches). This is a required field.
• Case Name - Provide here the name you would like to screen upon. This is a required field and has to have at least 2 but no more than 255 characters.
• Case Aliases - A list of additional name variations to be screened upon. This is a required field and has to have at least 2 but no more than 255 characters.
• Case Additional Terms - Provide here words that boost results if these words are present in any visible text field.
• Case Excluded Terms - Provide here words to exclude from the search results.
• Case Gender - Set the gender of this case to Female or Male by choosing one of the two options.
• Case Date Of Birth - Provide in format yyyy-mm-dd.
• Case Country Of Birth - Provided in ISO 3166-1 alpha-2 or alpha-3 format.
• Case Nationalities - The nationality or nationalities of the individual. Provided in ISO 3166-1 alpha-2 or alpha-3 format.
• Case Country of Residence - Provided in ISO 3166-1 alpha-2 or alpha-3 format.
• Case Description - Text to include as a description of the case. This information is not used to search upon.
• Case Status - Allows you to create a case with the status Preview or In review.
• Linked Clients - Provide here clients that you would like the case to be added to. These can be an existing client names or a new client names. 
• Linked Client Identifiers - Instead of providing client names to link the case to, the client identifiers can be used to link specific clients to the case.
• Case Screening Categories - If not the default screening categories should be applied on this case, specific screening categories can be provided to screen this case upon. Of the screening categories provided, only ones available in your subscription will be applied.
• Case Assignee ID - Provide a user ID to assign this user to the case. If no case assignee is provided, the default case assignee policy is used to assign the case.
• Case Assignee Email - Instead of providing a assignee ID, the email of the user can be used to assign them.
• Case Assignee Group ID - Instead of assigning the case to a user, the case can be assigned to a group by providing the group ID.
• Case Deduplicate - Set this option to True or False. If set to true, the creation of this case is skipped if all screening information is identical to an already existing case.

Create a Client

The action Create a client allows the creation of new clients.

The following properties are available when creating the client:

• Name - Must be no longer than 255 characters. This is a required field.
• Client Identifier - The identifier you want to give the case. Must be a unique identifier, is case sensitive and cannot be longer than 255 characters.
• Client Description - Must be no longer than 2000 characters.

Update a Case

The action Update a Case can be utilised to update an existing case with new information. The Case ID is required to find the existing case, with which the case can be updated. 

The following properties are available when updating the case:

• Case ID - The ID of the case to be updated. This field is required.
• Update Status - Allows you to update the case status to In review, Monitored or Archived.
• Update Clients - Provide client names or client IDs to link to the case. If the name of the client does not yet exist, a new client with that name is created. If the case already has linked clients and they are not provided in this list, the existing linked clients will be unlinked.
• Update Description - A description that replaces the existing description of the case.
• Update Assignee ID - Provide a user ID to assign this user to the case.
• Update Assignee Email - Instead of providing a assignee ID, the email of the user can be used to assign them.
• Update Assignee Group ID - Instead of assigning the case to a user, the case can be assigned to a group by providing the group ID.

Update a Client

The action Update a Client can be utilised to update an existing client with a new client name. The Client ID is required to find the existing client, with which the client name can be updated.

The following properties are available when updating the client:

• Client ID - The ID of the client to be updated. This field is required.
• Update Client Name - The new name of the client. Must be no longer than 255 characters.

Get Case

The action Get Case can be used to find an existing case using the ID or UUID of the case. With getting the case, more case details can be retrieved.

The following properties are available when getting a case:

• Case ID - The ID or UUID of the case. This field is required.
• Return Additional Information - Allows you to retrieve hitCounts or hitCountsPerSource of the case.
• Successful if no search results are found? - Allows you to handle no search results. If next actions utilise fields from this action, selecting False will halt the Zap actions utilising fields from this action. Selecting True will allow the Zap to continue to run. Next actions that do not use fields from this action are always run.
• If multiple search results are found - Allows you to handle more than one search result. Option to choose between returning only the first search result, returning all search results or halt the Zap actions utilising fields from this action.