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Case Status + Discord

Create Discord channel messages for new Case Status client communication activities

Stay updated on client communication activities in your Case Status app by sending messages directly to your Discord channel. This workflow keeps your team informed and helps streamline communication, ensuring you never miss any crucial client updates. Save time and enhance team collaboration with this seamless connection between your Case Status app and Discord.

Stay updated on client communication activities in your Case Status app by sending messages directly to your Discord channel. This workflow keeps your team informed and helps streamline communication, ensuring you never miss any crucial client updates. Save time and enhance team collaboration with this seamless connection between your Case Status app and Discord.

  1. When this happens...
    Case StatusCase Status
    New Client Communication Activity

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

    TriggerScheduled
  2. automatically do this!
    DiscordDiscord
    Send Channel Message

    Post a new message to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
    Scheduled
    Try It
    • CaseRequired

    • Integration Id

    Action
    Write
    • Readable ID Required

    • Client Phone NumberRequired

    • Create New ClientRequired

    • Client Email

    • Client First Name

    • Client Last Name

    • Description

    • Closed Date

    • Case Date

    • AttorneyRequired

    • Case Type

    • Case Status

    • Paralegal

    • Integration Id

    Action
    Write
    • Case IDRequired

    • Integration ID

    • Message ContentRequired

    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
    Scheduled
    Try It
    • Case Id Required

    • Appointment Integration IdRequired

    • Appointment TypeRequired

    • Date and TimeRequired

    • Appointment TitleRequired

    • Provider Type

    • Provider Name

    • Office Name

    • Address/URL

    • Description

    • Attendees

    Action
    Write
    • Readable ID Required

    • Integration Id

    • Create New ClientRequired

    • Client Phone Number(s)Required

    • Client Email

    • Client First Name

    • Client Last Name

    • Primary AttorneyRequired

    • Attorney Email List

    • Paralegal Email List

    • Closed Date

    • Case Date

    • Case Type

    • Case Status

    • Description

    Action
    Write
    • Case IDRequired

    • Integration ID

    • Status Name

    • Stop Zap if Status not FoundRequired

    • Stop Zap if Case not FoundRequired

    Action
    Write
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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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  • App Builder

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