Create integrations between Digital Practice and Casebook to automate any workflow
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.
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.
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.
- Fetch Account List
Triggers when a new account is created on Digital Practice.
Try It - Fetch Contact List
Triggers when a new contact is created on Digital Practice.
Try It - Fetch Invoice List
Triggers when a new invoice is created on Digital Practice.
Try It - Fetch Product List
Triggers when a new product is created on Digital Practice.
Try It
- Fetch Client List
Triggers when a new client is created on Digital Practice.
Try It - Fetch Expense List
Triggers when a new expense is created on Digital Practice.
Try It - Fetch Lead List
Triggers when a new lead is created on Digital Practice.
Try It - Fetch Project List
Triggers when a new project is created on Digital Practice.
Try It