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Choose an Action

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How Zapier works

Zapier makes it easy to integrate Casebook with Lawmatics - 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 Lawmatics

An action is what takes place after the automation is triggered. For example, with Lawmatics, the action could be "Create Appointment."

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

That’s it! You just connected Casebook to Lawmatics

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 Lawmatics 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 Lawmatics 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
Matter Converted
Triggers when a PNC Matter is converted.
Trigger
Scheduled
Try It
Contact Created
Triggers when a Contact is created.
Trigger
Scheduled
Try It
Custom Form Added
Triggers when a Custom Form is added.
Trigger
Scheduled
Try It
Matter Added
Triggers when a Matter is created.
Trigger
Scheduled
Try It

- Name
  Required
- All Day
  Required
- Start Date
  Required
- End Date
  Required
- Attendee Type
  Required
- Attendee ID
  Required
- Description
  Required
- Reminder period
- Reminder unit
Action
Write
- First Name
  Required
- Last Name
- Company Email
- Company Phone
- Title
- Company Street
- Company Street 2
- Company City
- Company State
- Company Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
Action
Write

- First Name
  Required
- Last Name
- Company Name
- Company Email
- Company Phone
- Title
- Case Blurb
- Case Title
- Company Street
- Company Street 2
- Company City
- Company State
- Company Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
Action
Write
- Id
  Required
- First Name
  Required
- Last Name
- Company Email
- Company Phone
- Title
- Company Street
- Company Street 2
- Company City
- Company State
- Company Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Note
- Tag
Action
Write
- Search Type
  Required
- Value
  Required
Action
Search
- Search Type
  Required
- Value
  Required
Action
Search
- Id
  Required
Action
Search

- 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
Appointment Created
Triggers when an Appointment is created.
Trigger
Scheduled
Try It
- Custom Form
  Required
Trigger
Scheduled
Try It
New Note Created
Triggers when a new Note is created.
Trigger
Scheduled
Try It
Matter Updated
Triggers when a Matter is updated.
Trigger
Scheduled
Try It
- Name
  Required
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
Action
Write
- Custom Form
  Required
Action
Write
- Id
  Required
- Name
  Required
- Company Email
- Company Phone
- Company Street
- Company Street 2
- Company City
- Company State
- Company Country
- Company Zipcode
- Company Point of Contact
- Note
Action
Write
- Id
  Required
- First Name
  Required
- Last Name
- Company Email
- Company Phone
- Title
- Case Blurb
- Case Title
- Company Street
- Company Street 2
- Company City
- Company State
- Company Zipcode
- Middle Name
- Citizenship
- Driver License
- Name Prefix
- Name Sufix
- Informal Name
- Marital Status
- Hobbies
- Bio
- Birthdate
- Social Security
- Actual Value in Cents
- Estimated Value in Cents
- Lead Cost in Cents
- Note
Action
Write
- Search Type
  Required
- Value
  Required
Action
Search
- Id
  Required
Action
Search

Learn how to automate Casebook on the Zapier blog

Learn how to automate Lawmatics on the Zapier blog

About Casebook

Casebook is a platform for human and social services.

Related categories

Productivity

About Lawmatics

Lawmatics is the #1 Intake and Marketing Automation platform for the modern Law Firm.

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

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