Create integrations between Casebook and Digital Practice to automate any workflow
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
Now it's time for action
And that's it! You've just created a Zap.
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.
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
Fetch Account List
Triggers when a new account is created on Digital Practice.
Try ItFetch Contact List
Triggers when a new contact is created on Digital Practice.
Try ItFetch Invoice List
Triggers when a new invoice is created on Digital Practice.
Try It
Report nameRequired
Report dateRequired
Report method
Report type
NarrativeRequired
First Name
Last Name
Birth Date
Street Address
Apt/Suite
City
State
Zip Code
Email Address
Phone Number
Fetch Client List
Triggers when a new client is created on Digital Practice.
Try ItFetch Expense List
Triggers when a new expense is created on Digital Practice.
Try ItFetch Lead List
Triggers when a new lead is created on Digital Practice.
Try It