Connect Casebook and Webhooks by Zapier to unlock the power of automation
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Choose a Trigger
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Choose an Action
How Zapier works
Zapier makes it easy to integrate Casebook with Webhooks 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 Webhooks by Zapier
An action is what takes place after the automation is triggered. For example, with Webhooks by Zapier, the action could be "Custom Request."
That’s it! You just connected Casebook to Webhooks by Zapier
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Connect Casebook and Webhooks 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.
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.
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.
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.
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.
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
- URLRequired
- Key
- Deduplication Key
- Xpath
- Basic Auth
- Headers
Try It- Key
Try It- URLRequired
- Data
- Send As JSON
- JSON key
- Unflatten
- Basic Auth
- Headers
- 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
- Catch Raw Hook
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Try It - MethodRequired
- URLRequired
- Data Pass-Through?
- Data
- Unflatten
- Basic Auth
- Headers
- URLRequired
- Payload_type
- Data
- Wrap Request In Array
- File
- Unflatten
- Basic Auth
- Headers
Learn how to automate Casebook on the Zapier blog
Learn how to automate Webhooks by Zapier on the Zapier blog
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