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Case Status Integrations

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Put Case Status to work with AI and enterprise-grade automation

Automate smarter with Case Status and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

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  • No-code AI automation
  • Full audit trails and controls
  • SOC 2 and GDPR compliant
  • Easy visual workflow builder
  • 8,000+ apps, 450+ AI tools
  • Free tier available
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Integrate Slack with Case StatusIntegrate Slack with Case Status
Slack
Team Chat
Integrate Microsoft Excel with Case StatusIntegrate Microsoft Excel with Case Status
Microsoft Excel
Microsoft, Spreadsheets
Integrate Filevine with Case StatusIntegrate Filevine with Case Status
Filevine
Project Management
Integrate Clio with Case StatusIntegrate Clio with Case Status
Clio
CRM (Customer Relationship Management)
Integrate PracticePanther Legal Software with Case StatusIntegrate PracticePanther Legal Software with Case Status
PracticePanther Legal Software
CRM (Customer Relationship Management)
Integrate Salesforce with Case StatusIntegrate Salesforce with Case Status
Salesforce
CRM (Customer Relationship Management)
Integrate MyCase with Case StatusIntegrate MyCase with Case Status
MyCase
Productivity
Integrate Zoho CRM with Case StatusIntegrate Zoho CRM with Case Status
Zoho CRM
CRM (Customer Relationship Management), Zoho
Integrate Google Sheets with Case StatusIntegrate Google Sheets with Case Status
Google Sheets
Google, Spreadsheets
Integrate Slack with Case StatusIntegrate Slack with Case Status
Slack
Team Chat
Integrate Microsoft Excel with Case StatusIntegrate Microsoft Excel with Case Status
Microsoft Excel
Microsoft, Spreadsheets
Integrate Filevine with Case StatusIntegrate Filevine with Case Status
Filevine
Project Management
Integrate Clio with Case StatusIntegrate Clio with Case Status
Clio
CRM (Customer Relationship Management)
Integrate PracticePanther Legal Software with Case StatusIntegrate PracticePanther Legal Software with Case Status
PracticePanther Legal Software
CRM (Customer Relationship Management)
Integrate Salesforce with Case StatusIntegrate Salesforce with Case Status
Salesforce
CRM (Customer Relationship Management)
Integrate Slack with Case StatusIntegrate Slack with Case Status
Slack
Team Chat
Integrate Microsoft Excel with Case StatusIntegrate Microsoft Excel with Case Status
Microsoft Excel
Microsoft, Spreadsheets
Integrate Filevine with Case StatusIntegrate Filevine with Case Status
Filevine
Project Management
Integrate Clio with Case StatusIntegrate Clio with Case Status
Clio
CRM (Customer Relationship Management)
Integrate PracticePanther Legal Software with Case StatusIntegrate PracticePanther Legal Software with Case Status
PracticePanther Legal Software
CRM (Customer Relationship Management)
Integrate Salesforce with Case StatusIntegrate Salesforce with Case Status
Salesforce
CRM (Customer Relationship Management)
Integrate MyCase with Case StatusIntegrate MyCase with Case Status
MyCase
Productivity
Integrate Zoho CRM with Case StatusIntegrate Zoho CRM with Case Status
Zoho CRM
CRM (Customer Relationship Management), Zoho
Integrate Google Sheets with Case StatusIntegrate Google Sheets with Case Status
Google Sheets
Google, Spreadsheets

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Launch your first automated workflow

  • Send Case Status messages for new calendar entries in Clio

    Details
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    • Clio logo
    • Case Status logo
    Clio + Case Status

  • Update case statuses in Case Status when tasks are newly-updated in Clio

    Details
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    • Clio logo
    • Case Status logo
    Clio + Case Status

  • Send messages in Case Status for newly-updated task statuses in Clio

    Details
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    • Clio logo
    • Case Status logo
    Clio + Case Status

  • Close cases in Case Status when new matters are updated in Clio

    Details
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    • Clio logo
    • Case Status logo
    Clio + Case Status

  • Send messages in Case Status for new Filevine events

    Details
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    • Filevine logo
    • Case Status logo
    Filevine + Case Status

  • Close Case Status cases for new Filevine phase updates

    Details
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    • Filevine logo
    • Filter by Zapier logo
    • Case Status logo
    Filevine + Filter by Zapier + Case Status

  • Send Case Status messages for new calendar entries in Clio

    Details
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    • Clio logo
    • Case Status logo
    Clio + Case Status

  • Update case statuses in Case Status when tasks are newly-updated in Clio

    Details
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    • Clio logo
    • Case Status logo
    Clio + Case Status

  • Send messages in Case Status for newly-updated task statuses in Clio

    Details
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    • Clio logo
    • Case Status logo
    Clio + Case Status

  • Close cases in Case Status when new matters are updated in Clio

    Details
    Try it
    • Clio logo
    • Case Status logo
    Clio + Case Status

  • Send messages in Case Status for new Filevine events

    Details
    Try it
    • Filevine logo
    • Case Status logo
    Filevine + Case Status

  • Close Case Status cases for new Filevine phase updates

    Details
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    • Filevine logo
    • Filter by Zapier logo
    • Case Status logo
    Filevine + Filter by Zapier + Case Status

  • Update case statuses in Case Status when phases are newly-updated in Filevine

    Details
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    • Filevine logo
    • Filter by Zapier logo
    • Case Status logo
    Filevine + Filter by Zapier + Case Status

  • Create new Practice Panther matter notes for new Case Status messages

    Details
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    • Case Status logo
    • PracticePanther Legal Software logo
    Case Status + PracticePanther Legal Software

  • Send messages in Case Status for newly created tasks in PracticePanther Legal Software

    Details
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    • PracticePanther Legal Software logo
    • Case Status logo
    PracticePanther Legal Software + Case Status

  • Send Case Status messages for new Filevine events

    Details
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    • Filevine logo
    • Delay by Zapier logo
    • Case Status logo
    Filevine + Delay by Zapier + Case Status

  • Send Case Status messages for newly-created matters in Clio

    Details
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    • Clio logo
    • Delay by Zapier logo
    • Case Status logo
    Clio + Delay by Zapier + Case Status

  • Send Case Status messages for newly created matters in PracticePanther Legal Software

    Details
    Try it
    • PracticePanther Legal Software logo
    • Delay by Zapier logo
    • Case Status logo
    PracticePanther Legal Software + Delay by Zapier + Case Status

    • Update case statuses in Case Status when phases are newly-updated in Filevine

      Details
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      • Filevine logo
      • Filter by Zapier logo
      • Case Status logo
      Filevine + Filter by Zapier + Case Status

    • Create new Practice Panther matter notes for new Case Status messages

      Details
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      • Case Status logo
      • PracticePanther Legal Software logo
      Case Status + PracticePanther Legal Software

    • Send messages in Case Status for newly created tasks in PracticePanther Legal Software

      Details
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      • PracticePanther Legal Software logo
      • Case Status logo
      PracticePanther Legal Software + Case Status

    • Send Case Status messages for new Filevine events

      Details
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      • Filevine logo
      • Delay by Zapier logo
      • Case Status logo
      Filevine + Delay by Zapier + Case Status

    • Send Case Status messages for newly-created matters in Clio

      Details
      Try it
      • Clio logo
      • Delay by Zapier logo
      • Case Status logo
      Clio + Delay by Zapier + Case Status

    • Send Case Status messages for newly created matters in PracticePanther Legal Software

      Details
      Try it
      • PracticePanther Legal Software logo
      • Delay by Zapier logo
      • Case Status logo
      PracticePanther Legal Software + Delay by Zapier + Case Status

    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.

    • Case Status triggers, actions, and search
      New File Activity

      Triggers when there is a new file added by a client to any case on your firm.

      Trigger
      Polling
      Try It
      • Case
        Required
      • Integration Id
      Action
      Write
      • Readable ID
        Required
      • Client Phone Number
        Required
      • Create New Client
        Required
      • Client Email
      • Client First Name
      • Client Last Name
      • Description
      • Closed Date
      • Case Date
      • Attorney
        Required
      • Case Type
      • Case Status
      • Paralegal
      • Integration Id
      Action
      Write
      • Case ID
        Required
      • Integration ID
      • Message Content
        Required
      Action
      Write
    • Case Status triggers, actions, and search
      New Client Communication Activity

      Triggers when there is new client communication activity on any case on your firm.

      Trigger
      Polling
      Try It
      • Case Id
        Required
      • Appointment Integration Id
        Required
      • Appointment Type
        Required
      • Date and Time
        Required
      • Appointment Title
        Required
      • Provider Type
      • Provider Name
      • Office Name
      • Address/URL
      • Description
      • Attendees
      Action
      Write
      • Readable ID
        Required
      • Integration Id
      • Create New Client
        Required
      • Client Phone Number(s)
        Required
      • Client Email
      • Client First Name
      • Client Last Name
      • Primary Attorney
        Required
      • Attorney Email List
      • Paralegal Email List
      • Closed Date
      • Case Date
      • Case Type
      • Case Status
      • Description
      Action
      Write
      • Case ID
        Required
      • Integration ID
      • Status Name
      • Stop Zap if Status not Found
        Required
      • Stop Zap if Case not Found
        Required
      Action
      Write

    Case Status Help & Support

    Common questions

    Connect Your App Accounts to Zapier

    Manage Your App Connections

    Use the Power of AI to Generate Zaps (Beta)

    What Should I Do in Zapier If I Change an App Account Password

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    case-status logo
    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.
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    Related categories
    App Builder
    Similar apps
    Zapier Interfaces integrationsZapier Interfaces integrations
    Zapier Interfaces
    App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

    Popular Case Status Integrations

    • Slack
    • Microsoft Excel
    • Filevine
    • Clio
    • PracticePanther Legal Software

    Popular Case Status Integrations