Case Status + Microsoft Teams
Send channel messages in Microsoft Teams for new client communication activities in Case Status
Stay connected and efficient with this integration. This workflow initiates as soon as there's new client communication activity in the Case Status app, leading to a channel message being dispatched in Microsoft Teams. This system ensures swift communication, enhancing information exchange and allowing your team to concentrate on vital tasks. Enjoy the benefit of promptly informing your team about all updates concerning client communication.
Stay connected and efficient with this integration. This workflow initiates as soon as there's new client communication activity in the Case Status app, leading to a channel message being dispatched in Microsoft Teams. This system ensures swift communication, enhancing information exchange and allowing your team to concentrate on vital tasks. Enjoy the benefit of promptly informing your team about all updates concerning client communication.
- When this happens...New Client Communication Activity
Triggers when there is new client communication activity on any case on your firm.
- automatically do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
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New File Activity
Triggers when there is a new file added by a client to any case on your firm.
Try ItCaseRequired
Integration Id
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
Case IDRequired
Integration ID
Message ContentRequired
New Client Communication Activity
Triggers when there is new client communication activity on any case on your firm.
Try ItCase Id Required
Appointment Integration IdRequired
Appointment TypeRequired
Date and TimeRequired
Appointment TitleRequired
Provider Type
Provider Name
Office Name
Address/URL
Description
Attendees
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
Case IDRequired
Integration ID
Status Name
Stop Zap if Status not FoundRequired
Stop Zap if Case not FoundRequired
