Kayse Integrations

Name: Zapier
Availability: InStock

Do more with Kayse integrations

Zapier lets you connect Kayse with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Google Sheets

Google, Spreadsheets

Facebook Lead Ads

Ads & Conversion, Facebook

Airtable

Databases

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

Facebook Lead Ads

Ads & Conversion, Facebook

Airtable

Databases

ActiveCampaign

Marketing Automation

Google Sheets

Google, Spreadsheets

Facebook Lead Ads

Ads & Conversion, Facebook

Airtable

Databases

ActiveCampaign

Marketing Automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate Kayse integrations with Zapier's templates

Create spreadsheet rows in Google Sheets for new cases created in Kayse
Details
Try it
Kayse + Google Sheets
Create spreadsheet rows in Google Sheets for newly created clients in Kayse
Details
Try it
Kayse + Google Sheets

Create spreadsheet rows in Google Sheets for new cases created in Kayse

Details

Try it

Kayse + Google Sheets

Create spreadsheet rows in Google Sheets for newly created clients in Kayse

Details

Try it

Kayse + Google Sheets

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.

Case Created
Triggers when a new case is created in Kayse.
Trigger
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Client Created
Triggers when a new client is created in Kayse.
Trigger
Instant
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Client Updated
Triggers when an existing client is updated in Kayse.
Trigger
Instant
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- Case Number
- External Source
  Required
- External Source ID
  Required
- External Source Data
- Case Name
- Case Type
  Required
- Case Status
  Required
- Is OBO (On Behalf of Client)
  Required
- Court Name
- Jurisdiction
- Description
- Created Date
- Court Date
- End Date
- Client ID
Action
Write
- External Source
  Required
- External Source ID
  Required
- External Source Data
- Email
  Required
- Mobile
  Required
- First Name
  Required
- Last Name
  Required
- Date of Birth
- Date of Death
- City
- State
- Address Line 1
- Address Line 2
- Postal Code
- Case ID
Action
Write

- Client ID
  Required
- Case ID
  Required
- Subject
  Required
- Message
  Required
Action
Write
- ID
  Required
- Case Number
- External Source
  Required
- External Source ID
  Required
- External Source Data
- Case Name
- Case Type
  Required
- Case Status
  Required
- Is OBO (On Behalf of Client)
- Court Name
- Jurisdiction
- Description
- Created Date
- Court Date
- End Date
Action
Write

Case Updated
Triggers when an existing case is updated in Kayse.
Trigger
Instant
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Client Deleted
Triggers when a client is deleted in Kayse.
Trigger
Instant
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- Case List
  Required
- Case IDs
  Required
Action
Write
- Name
  Required
- Description
- Case IDs
- Is OBO (On Behalf of Client)
Action
Write
- Case List
  Required
- Case IDs
  Required
Action
Write
- Client ID
  Required
- Case ID
  Required
- Message
  Required
Action
Write
- ID
  Required
- External Source
  Required
- External Source ID
  Required
- External Source Data
- Email
  Required
- Mobile
  Required
- First Name
  Required
- Last Name
  Required
- Date of Birth
- Date of Death
- City
- State
- Adress Line 1
- Address Line 2
- Postal Code
Action
Write

Kayse Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About Kayse

Kayse is an AI-powered relationship and retention platform that includes a client portal app, prevents client loss and drives growth.

HelpHelp

Related categories

App Builder

Popular Kayse Integrations

Facebook Lead Ads

Airtable

Kayse Integrations

Do more with Kayse integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create spreadsheet rows in Google Sheets for new cases created in Kayse

Create spreadsheet rows in Google Sheets for newly created clients in Kayse

Create spreadsheet rows in Google Sheets for new cases created in Kayse

Create spreadsheet rows in Google Sheets for newly created clients in Kayse

Kayse Help & Support

Common questions

.css-ojnz7r{font:500 1.125rem/1.5rem Inter,var(--zds-typography-base, Helvetica),Helvetica,arial,sans-serif;color:#695be8;margin-bottom:0;transition-property:all;transition-timing-function:ease-in-out;transition-duration:300ms;}Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular Kayse Integrations

Popular Kayse Integrations

Connect Your App Accounts to Zapier