Integrate Casebook with Gmail to automate your work

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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

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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 Gmail

An action is what takes place after the automation is triggered. For example, with Gmail, the action could be "Add Label to Email."

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

That’s it! You just connected Casebook to Gmail

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.

Set up your first integration

Quickly connect Casebook to Gmail with a Zapier template.

Our most popular template

Create Casebook intake reports when Gmail emails match a search
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Gmail + Casebook

Create Casebook intake reports when Gmail emails match a search

Gmail + Casebook

Make work flow with AI

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Connect Casebook and Gmail 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.

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Connect Casebook and Gmail 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.

- Name
  Required
- Type
  Required
- Status
  Required
- County
- Legacy case ID
- Goals
  Required
Action
Write
- Label or mailbox
- Search keywords
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It
- Search keywords
Trigger
Scheduled
Try It
- Label or mailbox
Trigger
Scheduled
Try It

- Message
  Required
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write

- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Trigger_instructions
- Thread
  Required
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Body Type
- Body
  Required
- Label or mailbox
- Attachments
Action
Write
- Search keywords
- To
- Cc
- Bcc
- From
- From_name
- Reply_to
- Subject
  Required
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Search or 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
New Label
Triggers when you add a new label.
Trigger
Scheduled
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- Label or mailbox
Trigger
Scheduled
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New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
Try It
- Label
- Message
  Required
Action
Write
- Recipient_instructions
- To
- Cc
- Bcc
- Subject
  Required
- From
- From_name
- Body Type
- Body
  Required
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name
  Required
Action
Write
- Message
  Required
- Label or mailbox
Action
Write
- Search keywords
Action
Search

Automate Gmail: get inspired on the Zapier blog

About Casebook

Casebook is a platform for human and social services.

Related categories

Productivity

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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