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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Case Status with AI by Zapier - no code necessary. See how you can get setup in minutes.

Select a trigger from Case Status

A trigger is an event that starts your Zap and runs the workflow. For example, with Case Status, a trigger could be "New File Activity."
A trigger is the event that kicks off your automated workflow.

Setup an action from AI by Zapier

An action is what takes place after the automation is triggered. For example, with AI by Zapier, the action could be "Analyze and Return Data."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Case Status to AI by Zapier

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Case Status to AI by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Connect Case Status and AI by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Case Status triggers, actions, and search
    New File Activity

    Triggers when there is a new file added by a client to any case on your firm.

    Trigger
    Polling
    Try It
    • Case
      Required
    • Integration Id
    Action
    Write
    • Case
      Required
    • Client Phone Number
      Required
    • Create New Client
      Required
    • Client Email
    • Client First Name
    • Client Last Name
    • Description
    • Closed Date
    • Case Date
    • Attorney
      Required
    • Case Type
    • Case Status
    • Paralegal
    • Integration Id
    Action
    Write
    • Case ID
      Required
    • Integration Id
    • Message Content
      Required
    Action
    Write
  • Case Status triggers, actions, and search
    New Client Communication Activity

    Triggers when there is new client communication activity on any case on your firm.

    Trigger
    Polling
    Try It
    • Case Id
      Required
    • Appointment Integration Id
      Required
    • Appointment Type
      Required
    • Date and Time
      Required
    • Appointment Title
      Required
    • Provider Type
    • Provider Name
    • Office Name
    • Address/URL
    • Description
    • Attendees
    Action
    Write
    • Case
      Required
    • Integration Id
    • Create New Client
      Required
    • Client Phone Number
      Required
    • Client Email
    • Client First Name
    • Client Last Name
    • Primary Attorney
      Required
    • Attorney Email List
    • Paralegal Email List
    • Closed Date
    • Case Date
    • Case Type
    • Case Status
    • Description
    Action
    Write
    • Case
      Required
    • Integration Id
    • Case Status
    • Stop Zap if Status not Found
      Required
    • Stop Zap if Case not Found
      Required
    Action
    Write
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case-status logo
About Case Status
Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.
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