How to connect OffAlerts + Casebook
Zapier lets you send info between OffAlerts and Casebook automatically—no code required.
When this happens...
New Monitor Event
Triggers when a new monitor event triggers.
automatically do this!
Create a Case
Creates a new Case in cb Engage.
- New Monitor EventTriggers when a new monitor event triggers.Trigger
- Create a CaseCreates a new Case in cb Engage.Action
- Create an Intake ReportCreates a new Report in cb Intake.Action
- Step 1: Authenticate OffAlerts + Casebook.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.