Connect Casebook and Files By Zapier to power AI-driven automation

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Choose a Trigger

Choose an Action

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How Zapier works

Zapier makes it easy to integrate Casebook with Files By Zapier - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap.

Add your action

An action happens after the trigger—such as "File From Text" in Files By Zapier.

You’re connected!

Zapier seamlessly connects Casebook and Files By Zapier, automating your workflow.

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.

- Name
  Required
- Type
  Required
- Status
  Required
- County
- Legacy case ID
- Goals
  Required
- Labels
Action
Write
- First name
  Required
- Middle name
- Last name
  Required
- 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
Action
Write
- HelpText
- CSV File
  Required
- Has Header Row
- Delimiter
- Remove Null Values
Action
Write
- File
  Required
- File Type
- Fail on conversion error
- (XLSX only) Sheets to extract
- Encoding
Action
Write

- Report name
  Required
- Report date
  Required
- Report method
  Required
- Report type
  Required
- Narrative
  Required
- 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
Action
Write
- Text
  Required
- Filename (including extension)
  Required
Action
Write
- HelpText
- CSV File
  Required
- Webhook URL
  Required
- Has Header Row
- Delimiter
Action
Write

For AI agents & developers

Use Casebook and Files By Zapier with AI agents and code

Beyond Zap workflows. Call Casebook and Files By Zapier actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Casebook and Files By Zapier actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create a Case
File From Text

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Casebook and Files By Zapier actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* casebook / files-by-zapier action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Casebook and Files By Zapier 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Casebook to Files By Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Casebook

Casebook is a platform for human and social services.

HelpHelp

Related categories

Productivity

About Files By Zapier

Files by Zapier allows you to import and process files including text, CSV.

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