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Choose an Action

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How Zapier works

Zapier makes it easy to integrate Casebook with Digital Practice - no code necessary. See how you can get setup in minutes.

Select a trigger from Casebook

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Digital Practice

An action is what takes place after the automation is triggered. For example, with Digital Practice, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Casebook to Digital Practice

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Make work flow with AI

Level up your Casebook to Digital Practice integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Casebook and Digital Practice 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.

- Name
  Required
- Type
  Required
- Status
  Required
- County
- Legacy case ID
- Goals
  Required
Action
Write
Fetch Account List
Triggers when a new account is created on Digital Practice.
Trigger
Scheduled
Try It
Fetch Contact List
Triggers when a new contact is created on Digital Practice.
Trigger
Scheduled
Try It
Fetch Invoice List
Triggers when a new invoice is created on Digital Practice.
Trigger
Scheduled
Try It
Fetch Product List
Triggers when a new product is created on Digital Practice.
Trigger
Scheduled
Try It

Fetch Quote List
Triggers when a new quote is created on Digital Practice.
Trigger
Scheduled
Try It
- Name of the Account
  Required
- Account Description
  Required
- Select the Account Type
- Opening Balance
- Active
- Allow Booking
Action
Write

- Contact First Name
  Required
- Contact Last Name
  Required
- Contact Phone Number
  Required
- Contact Email Address
  Required
- Contact Website URL
- Contact Job Title
- Client Company Name
  Required
- Contact Twitter URL
- Contact Facebook URL
- Contact LinkedIn URL
- Contact Instagram URL
- Address Line 1
- City
- State/Province
- Country
- Postal Code / ZIP Code
Action
Write
- Name of the Account
  Required
- Account Description
  Required
- Additional Notes
- Status
  Required
- Tax Percentage
- Recurring Monthly
- Recurring Date
- Invoice Due Date
- Client Company Name
  Required
- Company Email
  Required
- Company Phone
  Required
- Tax Number (VAT)
- Client Website
- Company Size
- Company Industry
- Address Line 1
- City
- State / Province
- Country
- Postal Code / ZIP Code
- Twitter
- Facebook
- Linked In
Action
Write
- Name of the Account
  Required
- Source of the Lead
- Client Company Name
  Required
- Company Email
  Required
- Company Phone
  Required
- Status
  Required
- Account Description
  Required
- Financial Value of Lead
- Lead Budget
- Spend
- Priority of the Lead
- Client Website
- Company Size
- Company Industry
- Address Line 1
- City
- State / Province
- Country
- Postal Code / ZIP Code
- Twitter
- Facebook
- Linked In
Action
Write
- Name of the Account
  Required
- Account Description
  Required
- Scope of Work
- Project Deliverables
- Project Starting Date
- Project End Date
- Client Company Name
  Required
- Company Email
  Required
- Company Phone
  Required
- Tax Number (VAT)
- Client Website
- Company Size
- Company Industry
- Address Line 1
- City
- State / Province
- Country
- Postal Code / ZIP Code
- Twitter
- Facebook
- Linked In
Action
Write
- Unique Id of the Invoice
  Required
- Name of the Account
  Required
- Item Price
  Required
- Quantity
  Required
Action
Write

- Name
  Required
- Report date
  Required
- Report method
  Required
- Report type
  Required
- Narrative
  Required
- First Name
- Last Name
- Birth Date
- Street Address
- Apt/Suite
- City
- State
- Zip Code
- Email Address
- Phone Number
Action
Write
Fetch Client List
Triggers when a new client is created on Digital Practice.
Trigger
Scheduled
Try It
Fetch Expense List
Triggers when a new expense is created on Digital Practice.
Trigger
Scheduled
Try It
Fetch Lead List
Triggers when a new lead is created on Digital Practice.
Trigger
Scheduled
Try It
Fetch Project List
Triggers when a new project is created on Digital Practice.
Trigger
Scheduled
Try It
Fetch Vendor List
Triggers when a new vendor is created on Digital Practice.
Trigger
Scheduled
Try It
- Client Company Name
  Required
- Company Email
  Required
- Company Phone
  Required
- Tax Number (VAT)
- Client Website
- Company Size
- Company Industry
- Address Line 1
- City
- State / Province
- Country
- Postal Code / ZIP Code
- Twitter
- Facebook
- Linked In
Action
Write
- Name of the Account
  Required
- Item Price
  Required
- Quantity
  Required
- Total
- Recurring Monthly
- Recurring Date
- Status
  Required
- Paid
- Client Company Name
  Required
- Company Email
  Required
- Company Phone
  Required
- Tax Number (VAT)
- Address Line 1
- City
- State / Province
- Country
- Postal Code / ZIP Code
- Account Title
  Required
- Account Description
  Required
- Select the Account Type
- Opening Balance
- Active
- Allow Booking
Action
Write
- Unique Id of the Invoice
  Required
- Name of the Account
  Required
- Item Price
  Required
- Quantity
  Required
Action
Write
- Name of the Account
  Required
- Item Price
  Required
- Account Description
  Required
- Type
  Required
Action
Write
- Name of the Account
  Required
- Account Description
  Required
- Additional Notes
- Status
  Required
- Tax Percentage
- Client Company Name
  Required
- Company Email
  Required
- Company Phone
  Required
- Tax Number (VAT)
- Client Website
- Company Size
- Company Industry
- Address Line 1
- City
- State / Province
- Country
- Postal Code / ZIP Code
- Twitter
- Facebook
- Linked In
Action
Write
- Client Company Name
  Required
- Company Email
  Required
- Company Phone
  Required
- Tax Number (VAT)
- Address Line 1
- City
- State / Province
- Country
- Postal Code / ZIP Code
Action
Write

Learn how to automate Casebook on the Zapier blog

Learn how to automate Digital Practice on the Zapier blog

About Casebook

Casebook is a platform for human and social services.

Related categories

Productivity

About Digital Practice

Digital Practice is a Practice Management Software that helps practices manage their day-to-day admin, HR, accounting, project management, HR, CRM and much more.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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