Case Status and Salesflare
How to connect Case Status
- Via Zapier — 8 operations available. Set it up ↗
What you can automate
- When new Client Communication Activity in Case Status, find or create account, then find or create contact, then add contact to account in Salesflare.
About Case Status
Case Status is a client management platform that allows firms to communicate with the clients via text, app, or web through a single platform.
Case Status operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Client Communication Activity — Triggers when there is new client communication activity on any case on your firm.
- New File Activity — Triggers when there is a new file added by a client to any case on your firm.
Actions (6)
Things Salesflare can make it do
- (Deprecated) Create a New Case — (Deprecated) Create a New Case.
- Close a Case — Close a case in Case Status
- Create a New Appointment — Create a New Appointment.
- Create a New Case — Create a New Case.
- Send Message — Send a Message on a Case
Show 1 more actions
- Update the Status of a Case — Update the Status of a Case.
Similar apps
Bubble The best way to build apps without code
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Stan Designed for Creators to set up their Stan Automations
Onepage Onepage helps you build landing pages in minutes.
Passion.io Passion.io is a platform that turns your content or skills into your own mobile apps that sell.
Kintone kintone is a fully integrated social collaboration and customizable business application cloud p…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free