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Create integrations between Case Status and monday.com to automate any workflow

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How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect Case Status and monday.com to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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 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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