Integrate Casebook with Email by Zapier to automate your work
1. Choose a Trigger
An event that starts an automation
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities
How Zapier works
Zapier makes it easy to integrate Casebook with Email by Zapier - 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."
Setup an action from Email by Zapier
An action is what takes place after the automation is triggered. For example, with Email by Zapier, the action could be "Send Outbound Email."
That’s it! You just connected Casebook to Email by Zapier
With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Connect Casebook and Email 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.
Connect Casebook and Email by Zapier to unlock the power of automation
With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
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.
- NameRequired
- TypeRequired
- StatusRequired
- County
- Legacy case ID
- GoalsRequired
- Email AddressRequired
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- ToRequired
- SubjectRequired
- Body (HTML or Plain)Required
- Attachment
- From_name
- Reply_to
- Cc
- Bcc
- Force Linebreaks?
- Enable read receipts?
- NameRequired
- Report dateRequired
- Report methodRequired
- Report typeRequired
- NarrativeRequired
- First Name
- Last Name
- Birth Date
- Street Address
- Apt/Suite
- City
- State
- Zip Code
- Email Address
- Phone Number
- Setup Directions
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