Connect Plumsail Forms and Kayse to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Plumsail Forms with Kayse - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Plumsail Forms.

Add your action

An action happens after the trigger—such as "Add Cases to List" in Kayse.

You’re connected!

Zapier seamlessly connects Plumsail Forms and Kayse, automating your workflow.

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.

- Public Form
  Required
Trigger
Instant
Try It
- Form ID
  Required
- Submission ID
  Required
Action
Write
Case Updated
Triggers when an existing case is updated in Kayse.
Trigger
Instant
Try It
Client Deleted
Triggers when a client is deleted in Kayse.
Trigger
Instant
Try It
- 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

- File URL
  Required
Action
Write
Case Created
Triggers when a new case is created in Kayse.
Trigger
Instant
Try It
Client Created
Triggers when a new client is created in Kayse.
Trigger
Instant
Try It
Client Updated
Triggers when an existing client is updated in Kayse.
Trigger
Instant
Try It
- 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

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Plumsail Forms and Kayse to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Plumsail Forms to Kayse integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Plumsail Forms

Plumsail Forms allows you to design fully responsive web forms containing wizards, tabs, data tables, hand-written notes and publish them to any websites.

HelpHelp

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Kayse

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