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Choose a Trigger
Choose an Action
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Zapier makes it easy to integrate Schedule by Zapier with Casebook - no code necessary. See how you can get setup in minutes.
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Schedule by Zapier
Schedule by Zapier
1. Choose trigger event
Casebook
Casebook
2. Choose action
1. Select the event
Setup
Test
Schedule by Zapier
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Custom Frequency" from Schedule by Zapier.
Add your action
An action happens after the trigger—such as "Create a Case" in Casebook.
You’re connected!
Zapier seamlessly connects Schedule by Zapier and Casebook, 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.
- Frequency TypeRequired
- Interval
- Start DateRequired
- Time of DayRequired
- Timezone Override (Optional)
Try ItTriggerInstant- Time Offset
- Trigger on weekends?
Try ItTriggerInstant- Day of the WeekRequired
- Time of DayRequired
Try ItTriggerInstant- 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
- Time of DayRequired
- Trigger on weekends?
Try ItTriggerInstant- Day of the MonthRequired
- Time of DayRequired
Try ItTriggerInstant- 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
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Learn how to automate Schedule by Zapier on the Zapier blog
Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of the month, every day of the week or every single day. You can also select the hour of the day. If you're a developer, this is similar to a crontab, cronjob or cron.
Related categories
Related categories