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.
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