Create integrations between Casebook and Telzio to automate any workflow
WHEN THIS HAPPENS
An event that starts an automationAUTOMATICALLY DO THIS
An event a Zap performs after it startsEndless possibilities
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.
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.
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.
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
Start here
Start here
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.
NameRequired
TypeRequired
StatusRequired
County
Legacy case ID
GoalsRequired
Direction
Try ItMissed Call
Triggers when a call was missed, such as when it goes to voicemail or wasn't picked up in a call queue.
Try ItCall Back Requested
Triggers when someone requests to be called back from a queue.
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
Call Direction
Try ItNew Recording
Triggers when a call recording is ready for download.
Try ItNew SMS
Triggers when an SMS is received.
Try It