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CaseLocker Integrations

CRM (Customer Relationship Management)
CRM (Customer Relationship Management)

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.

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  • 8,000+ apps, 450+ AI tools
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Integrate Google Sheets with CaseLockerIntegrate Google Sheets with CaseLocker
Google Sheets
Google, Spreadsheets
Integrate Filevine with CaseLockerIntegrate Filevine with CaseLocker
Filevine
Project Management
Integrate LockedOn with CaseLockerIntegrate LockedOn with CaseLocker
LockedOn
CRM (Customer Relationship Management)
Integrate Airtable with CaseLockerIntegrate Airtable with CaseLocker
Airtable
Databases
Integrate ActiveCampaign with CaseLockerIntegrate ActiveCampaign with CaseLocker
ActiveCampaign
Marketing Automation
Integrate OneDrive with CaseLockerIntegrate OneDrive with CaseLocker
OneDrive
File Management & Storage, Microsoft
Integrate Lodgify with CaseLockerIntegrate Lodgify with CaseLocker
Lodgify
Scheduling & Booking
Integrate BoxLock with CaseLockerIntegrate BoxLock with CaseLocker
BoxLock
Project Management
Integrate Google Sheets with CaseLockerIntegrate Google Sheets with CaseLocker
Google Sheets
Google, Spreadsheets
Integrate Filevine with CaseLockerIntegrate Filevine with CaseLocker
Filevine
Project Management
Integrate LockedOn with CaseLockerIntegrate LockedOn with CaseLocker
LockedOn
CRM (Customer Relationship Management)
Integrate Airtable with CaseLockerIntegrate Airtable with CaseLocker
Airtable
Databases
Integrate ActiveCampaign with CaseLockerIntegrate ActiveCampaign with CaseLocker
ActiveCampaign
Marketing Automation
Integrate OneDrive with CaseLockerIntegrate OneDrive with CaseLocker
OneDrive
File Management & Storage, Microsoft
Integrate Google Sheets with CaseLockerIntegrate Google Sheets with CaseLocker
Google Sheets
Google, Spreadsheets
Integrate Filevine with CaseLockerIntegrate Filevine with CaseLocker
Filevine
Project Management
Integrate LockedOn with CaseLockerIntegrate LockedOn with CaseLocker
LockedOn
CRM (Customer Relationship Management)
Integrate Airtable with CaseLockerIntegrate Airtable with CaseLocker
Airtable
Databases
Integrate ActiveCampaign with CaseLockerIntegrate ActiveCampaign with CaseLocker
ActiveCampaign
Marketing Automation
Integrate OneDrive with CaseLockerIntegrate OneDrive with CaseLocker
OneDrive
File Management & Storage, Microsoft
Integrate Lodgify with CaseLockerIntegrate Lodgify with CaseLocker
Lodgify
Scheduling & Booking
Integrate BoxLock with CaseLockerIntegrate BoxLock with CaseLocker
BoxLock
Project Management

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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.

  • CaseLocker triggers, actions, and search
    New Inbound Contact Message

    Triggers when a new inbound contact message is received.

    Trigger
    Instant
    Try It
  • CaseLocker triggers, actions, and search
    New Contact File

    Triggers when a file is uploaded to a Contact's profile.

    Trigger
    Instant
    Try It
    • Case Number (Unique)
      Required
    • Contact ID
      Required
    • Case Title
    • Case Type ID
      Required
    Action
    Write
    • Form Number
    • Form Template ID
      Required
    • Case ID
      Required
    • Tags
    • Party Name
    Action
    Write
  • CaseLocker triggers, actions, and search
    Form Status Update

    Triggers when a form has been updated.

    Trigger
    Instant
    Try It
  • CaseLocker triggers, actions, and search
    New Outbound Contact Message

    Triggers when a new outbound message is sent from CaseLocker to a Contact.

    Trigger
    Instant
    Try It
    • First Name
    • Middle Name
    • Last Name
      Required
    • Email
      Required
    • Phone Number
    • Unique Identifier
    • Tags
    • Active
      Required
    Action
    Write
    • Form ID
      Required
    Action
    Write

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About CaseLocker
CaseLocker is the front office for your law firm, allowing your clients to complete forms electronically, download and upload files, and communicate.
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Related categories
CRM (Customer Relationship Management)

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