Put CaseLocker to work with AI and enterprise-grade automation
Automate smarter with CaseLocker and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.
- No-code AI automation
- Full audit trails and controls
- SOC 2 and GDPR compliant
- Easy visual workflow builder
- 9,000+ apps, 450+ AI tools
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Or pick an app to pair with
Airtable
Databases
ActiveCampaign
Marketing Automation
Lodgify
Scheduling & Booking
Airtable
Databases
ActiveCampaign
Marketing Automation
Lodgify
Scheduling & Booking
Airtable
Databases
ActiveCampaign
Marketing Automation
Lodgify
Scheduling & Booking
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.
- New Inbound Contact Message
Triggers when a new inbound contact message is received.
Try ItTriggerInstant - New Contact File
Triggers when a file is uploaded to a Contact's profile.
Try ItTriggerInstant - Case Number (Unique)Required
- Contact IDRequired
- Case Title
- Case Type IDRequired
ActionWrite- Form Number
- Form Template IDRequired
- Case IDRequired
- Tags
- Party Name
ActionWrite
- Form Status Update
Triggers when a form has been updated.
Try ItTriggerInstant - New Outbound Contact Message
Triggers when a new outbound message is sent from CaseLocker to a Contact.
Try ItTriggerInstant - First Name
- Middle Name
- Last NameRequired
- EmailRequired
- Phone Number
- Unique Identifier
- Tags
- ActiveRequired
ActionWrite- Form IDRequired
ActionWrite
For builders
Let your AI safely access CaseLocker
Go beyond Zap workflows. Install Zapier in your AI to call CaseLocker 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 CaseLocker 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 CaseLocker 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 CaseLocker 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: "caselocker", owner: "me" });
await zapier.runAction({
app: 'caselocker',
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.
CaseLocker Help & Support
Common questions
Related categories