CROSStrax Integrations

Name: Zapier
Availability: InStock

Put CROSStrax to work with AI and enterprise-grade automation

Automate smarter with CROSStrax and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
8,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

HubSpot

Marketing Automation

Google Drive

File Management & Storage, Google

Wix

Website Builders

Microsoft SharePoint

Microsoft, Team Collaboration

ServeManager

CRM (Customer Relationship Management)

Xero

Accounting

ClickFunnels

Website & App Building

Harvest

Time Tracking Software

Expensify

Accounting

HubSpot

Marketing Automation

Google Drive

File Management & Storage, Google

Wix

Website Builders

Microsoft SharePoint

Microsoft, Team Collaboration

ServeManager

CRM (Customer Relationship Management)

Xero

Accounting

HubSpot

Marketing Automation

Google Drive

File Management & Storage, Google

Wix

Website Builders

Microsoft SharePoint

Microsoft, Team Collaboration

ServeManager

CRM (Customer Relationship Management)

Xero

Accounting

ClickFunnels

Website & App Building

Harvest

Time Tracking Software

Expensify

Accounting

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send outbound emails for new CROSStrax invoices
Details
Try it
CROSStrax + Email by Zapier
Send outbound emails for new cases in CROSStrax
Details
Try it
CROSStrax + Email by Zapier
Create new Docupilot documents instantly when new CROSStrax cases are reported
Details
Try it
CROSStrax + Docupilot
Create CROSStrax clients from new or updated rows in Google Sheets
Details
Try it
Google Sheets + CROSStrax

Send outbound emails for new CROSStrax invoices

Details

Try it

CROSStrax + Email by Zapier

Send outbound emails for new cases in CROSStrax

Details

Try it

CROSStrax + Email by Zapier

Create new Docupilot documents instantly when new CROSStrax cases are reported

Details

Try it

CROSStrax + Docupilot

Create CROSStrax clients from new or updated rows in Google Sheets

Details

Try it

Google Sheets + CROSStrax

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.

New Case
Triggers when a new case generated.
Trigger
Polling
Try It
New Contact
Triggers when a contact is created.
Trigger
Polling
Try It
New Case Note
Triggers when new note added on case.
Trigger
Polling
Try It
- Client/Company Name
  Required
- Address 1
- Address 2
- City
- State
- Zip
- Country
- Phone
- Fax
- Website
Action
Write

New Client
Triggers when new client added.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice generated.
Trigger
Polling
Try It
- Case Type
  Required
- Client/Company
  Required
- Contact: Email
- Contact: First Name
- Contact: Last Name
- Claim Number
  Required
- Date Referred
- Service
  Required
- Due Date
- Budget
- Address 1
- Address 2
- city
- State
- Zip
- Country
- Comment
- Phone
- Description
- Make
- Model
- Year
- Color
- Tag#
- State
- Vin
- Comment
Action
Write

CROSStrax Help & Support

Common questions

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

About CROSStrax

CROSStrax is case management system for investigator to organize all investigation related stuff and more within single platform.

HelpHelp

Related categories

Project Management

CROSStrax Integrations

Put CROSStrax to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Launch your first automated workflow

Send outbound emails for new CROSStrax invoices

Send outbound emails for new cases in CROSStrax

Create new Docupilot documents instantly when new CROSStrax cases are reported

Create CROSStrax clients from new or updated rows in Google Sheets

Send outbound emails for new CROSStrax invoices

Send outbound emails for new cases in CROSStrax

Create new Docupilot documents instantly when new CROSStrax cases are reported

Create CROSStrax clients from new or updated rows in Google Sheets

Supported triggers and actions

CROSStrax Help & Support

Common questions

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 CROSStrax Integrations

Popular CROSStrax Integrations

CROSStrax Integrations

Put CROSStrax to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Send outbound emails for new CROSStrax invoices

Send outbound emails for new cases in CROSStrax

Create new Docupilot documents instantly when new CROSStrax cases are reported

Create CROSStrax clients from new or updated rows in Google Sheets

Send outbound emails for new CROSStrax invoices

Send outbound emails for new cases in CROSStrax

Create new Docupilot documents instantly when new CROSStrax cases are reported

Create CROSStrax clients from new or updated rows in Google Sheets

CROSStrax 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

Popular CROSStrax Integrations

Popular CROSStrax Integrations

Connect Your App Accounts to Zapier