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
Similar apps
Salesflare The CRM your team will love to use.
Leadberry B2B lead generation platform
Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application.
Pipedrive Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals i…
Zapier Forms Zapier Forms is an automated way to collect data and integrate your form with workflows that can…
Zoho CRM Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more d…
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