Kayse Integrations

Name: Zapier
Availability: InStock

Put Kayse to work with AI and enterprise-grade automation

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

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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

Google Sheets

Google, Spreadsheets

Facebook Lead Ads

Ads & Conversion, Facebook

ChatGPT (OpenAI)

AI Assistants

Microsoft SharePoint

Microsoft, Team Collaboration

Google Drive

File Management & Storage, Google

Airtable

Databases

ActiveCampaign

Marketing Automation

Facebook Lead Ads (for Business admins)

Ads & Conversion

Google Sheets

Google, Spreadsheets

Facebook Lead Ads

Ads & Conversion, Facebook

ChatGPT (OpenAI)

AI Assistants

Microsoft SharePoint

Microsoft, Team Collaboration

Google Drive

File Management & Storage, Google

Airtable

Databases

Google Sheets

Google, Spreadsheets

Facebook Lead Ads

Ads & Conversion, Facebook

ChatGPT (OpenAI)

AI Assistants

Microsoft SharePoint

Microsoft, Team Collaboration

Google Drive

File Management & Storage, Google

Airtable

Databases

ActiveCampaign

Marketing Automation

Facebook Lead Ads (for Business admins)

Ads & Conversion

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

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
Add new Kayse cases to lists, send chat messages, and make AI calls in Kayse
Details
Try it
Kayse + Delay by Zapier
Send SMS messages and schedule AI calls for new unsuccessful calls in Kayse
Details
Try it
Kayse + Filter by Zapier + Storage by Zapier + 1 more

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

Add new Kayse cases to lists, send chat messages, and make AI calls in Kayse

Details

Try it

Kayse + Delay by Zapier

Send SMS messages and schedule AI calls for new unsuccessful calls in Kayse

Details

Try it

Kayse + Filter by Zapier + Storage by Zapier + 1 more

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.

- Campaign ID
  Required
Trigger
Instant
Try It
- Case List ID
  Required
Trigger
Instant
Try It
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
Task Document Uploaded
Triggers when a new document is uploaded to a task (regardless of method of upload). The URL supplied in trigger payload is presigned for 15 minutes, after which it will be invalidated.
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

- 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

- Campaign ID
  Required
Trigger
Instant
Try It
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 List
  Required
- Case IDs
  Required
Action
Write
- Name
  Required
- Description
- Case IDs
- Is OBO (On Behalf of Client)
Action
Write
- Campaign ID
  Required
- Case ID
  Required
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

Kayse 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 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

Kayse Integrations

Put Kayse 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

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

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

Add new Kayse cases to lists, send chat messages, and make AI calls in Kayse

Send SMS messages and schedule AI calls for new unsuccessful calls 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

Add new Kayse cases to lists, send chat messages, and make AI calls in Kayse

Send SMS messages and schedule AI calls for new unsuccessful calls in Kayse

Supported triggers and actions

Kayse 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 Kayse Integrations

Popular Kayse Integrations

Kayse Integrations

Put Kayse 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

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

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

Add new Kayse cases to lists, send chat messages, and make AI calls in Kayse

Send SMS messages and schedule AI calls for new unsuccessful calls 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

Add new Kayse cases to lists, send chat messages, and make AI calls in Kayse

Send SMS messages and schedule AI calls for new unsuccessful calls 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