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
• Email
• 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
• Email
• 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.