Zapier Actions Guide - What They Are and How to Use Them
Zapier Actions are the “next step” Kayse takes after a Trigger happens.
Think of a Zap like a simple if-this-then-that recipe 🍳:
- The Trigger is the “if this happens…” part (like a new case shows up).
- The Action is the “then do this…” part (like creating a case in or triggering an AI call or message in Kayse).
So when a Zap runs, Kayse can automatically do the work in the background — kind of like having a helpful assistant who follows your instructions every time, without you needing to remind them. ✅
For example, Actions let Kayse:
- create or update cases
- create or update clients
- organize campaign lists
- send SMS or email messages
- schedule AI calls
Below are the main Actions you can use in Kayse.
Case Actions
Create Case
This makes a brand-new case in Kayse. You can also link it to a client if you already have that client’s ID.
You can fill in details like:
- Case Number
- Case Type
- Status
- Court info
- Dates
- Description
Example: When a new row is added to a spreadsheet, Zapier can create a new case in Kayse automatically.
Update Case
This changes a case that already exists in Kayse. It keeps your case data updated without extra work.
You can update things like:
- Case Number
- Case Type
- Status
- Dates
- Notes or details
Example: If a case status changes in your CRM, Zapier can update the same case in Kayse right away.
Client Actions
Create Client
This adds a new client into Kayse. You can connect the client to a case if needed.
You can include:
- First and last name
- Mobile number
- Address
- Date of birth
- Case ID (optional)
Example: When a new lead is added in another system, Zapier can create that client in Kayse.
Update Client
This updates a client already in Kayse. It helps keep contact info correct.
You can update:
- Name
- Mobile
- Address
- DOB
- Linked case info
Example: If a client changes their phone number in your CRM, Zapier can update Kayse automatically.
Case List Actions
Create Case List
This makes a new list of cases in Kayse. Lists are used for campaigns and group tracking.
Example: When you start a new campaign, Zapier can create the list in Kayse for you.
Add Cases to List
This adds existing cases into a list. Great for building campaign lists fast.
Example: If a case gets tagged in another system, Zapier can add it to your Kayse campaign list.
Remove Cases from List
This removes one or more cases from a list. Helpful for keeping lists clean.
Example: If a case closes in another system, Zapier can remove it from your campaign list in Kayse.
Communication Actions
Send Chat Message (SMS)
This sends a message from Kayse to the client by text. The message is also saved inside Kayse.
You need:
- Client ID
- Case ID
- Message text
Example: When a client submits a form, Zapier can send them an SMS right away.
Send Chat Message (Email)
This sends a message from Kayse to the client by email. The email is also logged inside Kayse.
You need:
- Client ID
- Case ID
- Email subject
- Message text
Example: When a new client signs up, Zapier can send a welcome email automatically.
AI Call Actions
Make AI Call
This schedules an AI call with the main client on a case. The call happens during the next allowed calling time in Kayse.
Example: When a new case is created, Zapier can automatically schedule an AI call for outreach.
Summary
Zapier Actions let you automate your work in Kayse. You can:
- create and update cases
- create and update clients
- build and manage campaign lists
- send SMS and email messages
- schedule AI calls
👉 Combine these actions with 🔔 Zapier Triggers Guide to build full workflows from start to finish in Kayse.