Put Casebook to work with AI and enterprise-grade automation
Automate smarter with Casebook and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
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- Easy visual workflow builder
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Or pick an app to pair with
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Microsoft Excel
Microsoft, Spreadsheets
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Forms & Surveys
Calendly
Scheduling & Booking
Formsite
Forms & Surveys
Salesforce
CRM (Customer Relationship Management)
Google Forms
Forms & Surveys, Google
Jotform
Forms & Surveys
Gravity Forms
Forms & Surveys, WordPress
Google Forms (Legacy)
Forms & Surveys, Google
Microsoft Excel
Microsoft, Spreadsheets
Squarespace Forms
Forms & Surveys
Google Forms
Forms & Surveys, Google
Jotform
Forms & Surveys
Gravity Forms
Forms & Surveys, WordPress
Google Forms (Legacy)
Forms & Surveys, Google
Microsoft Excel
Microsoft, Spreadsheets
Squarespace Forms
Forms & Surveys
Calendly
Scheduling & Booking
Formsite
Forms & Surveys
Salesforce
CRM (Customer Relationship Management)
Join millions worldwide who automate their work using Zapier
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.
- NameRequired
- TypeRequired
- StatusRequired
- County
- Legacy case ID
- GoalsRequired
- Labels
ActionWrite- First nameRequired
- Middle name
- Last nameRequired
- Suffix
- Marital status
- Date of birth
- Is deceased
- Date of death
- Place of birth
- Sex
- Gender identities
- Sexual orientation
- Labels
- Races
- Hispanic or latino origin
- Ethnicities
- Indigenous affiliations
- Indigenous affiliations - Verified
- Indigenous affiliations - Verification source
- Immigration status
- Immigration status - Verified
- Immigration status - Verification source
- Veteran status
- Primary language
- Other languages
- Medicaid number
- Medicaid effective date
- Highest level of education completed
- Above or below poverty level
ActionWrite
- Report nameRequired
- Report dateRequired
- Report methodRequired
- Report typeRequired
- NarrativeRequired
- Screening Decision
- Response Type
- Response Time
- Labels
- Additional Info
- First Name
- Last Name
- Birth Date
- Street Address
- Apt/Suite
- City
- State
- Zip Code
- Email Address
- Phone Number
ActionWrite
For builders
Let your AI safely access Casebook
Go beyond Zap workflows. Install Zapier in your AI to call Casebook actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
No code
Install Zapier MCPCall actions in natural language with Zapier MCP
Act in Casebook from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose Casebook actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Casebook connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "casebook", owner: "me" });
await zapier.runAction({
app: 'casebook',
action: 'create_case',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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