CaseLocker and Salesflare
How to connect CaseLocker
- Via Zapier — 15 operations available. Set it up ↗
What you can automate
- When new Inbound Contact Message in CaseLocker, find or create contact in Salesflare.
- When new Contact File in CaseLocker, find or create contact in Salesflare.
- When new Outbound Contact Message in CaseLocker, find or create contact in Salesflare.
About CaseLocker
CaseLocker is the front office for your law firm, allowing your clients to complete forms electronically, download and upload files, and communicate.
CaseLocker operations on Zapier
Triggers (4)
Start a workflow when this happens
- Form Status Update — Triggers when a form has been updated.
- New Contact File — Triggers when a file is uploaded to a Contact's profile.
- New Inbound Contact Message — Triggers when a new inbound contact message is received.
- New Outbound Contact Message — Triggers when a new outbound message is sent from CaseLocker to a Contact.
Actions (9)
Things Salesflare can make it do
- Create Case — Creates a Case within a Contact in CaseLocker
- Create Contact — Create a Contact in CaseLocker
- Create Form — Create a Form within a Case in CaseLocker
- Find or Create Case — Finds a Case in CaseLocker
- Find or Create a Contact — Finds a Contact in CaseLocker
Show 4 more actions
- Get Form Answers — Get the answers from a Form
- Update Case — Update an existing Case
- Update Contact — Updates an Existing Contact
- Update Form — Updates an existing Form
Searches (2)
Look up existing records
- Find Case — Finds a Case in CaseLocker
- Find Contact — Finds a Contact in CaseLocker
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