AccidentOS
Dashboard Credits Usage Referrals Reports
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Dashboard / CRM Integration

CRM Integration

Connect your CRM to push case data, analytics, and AI action results automatically

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Zapier

Webhooks by Zapier
Not Connected

Connect any CRM through Zapier — Clio, Lawmatics, Casepeer, Law Ruler, and 5,000+ other apps

Last sync: Never
Supported Events
Lead Claimed Case Status Changed Referral Created Referral Updated Funding Status Changed

How to set up

  1. Create a Zap in Zapier
  2. Choose "Webhooks by Zapier" as trigger
  3. Select "Catch Hook"
  4. Copy the webhook URL and paste above
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Clio

Direct OAuth Integration
Coming Soon

Direct OAuth integration with Clio — push cases, contacts, and matter data directly

What Gets Pushed

Data types and events that are sent to your connected CRM

Data Type Description Events
Cases Full case record with facts, AI results lead.claimed case.status_changed
Referrals Referral details, commission tracking referral.created referral.updated
Analytics Filtered analytics summaries On-demand from drill-down views
AI Actions Case valuations, demand letters After generation

Manual Export

You can also export data manually from any analytics drill-down view using the Export CSV or Export to CRM buttons.

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Credit Consumption

View and export credit usage details
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Referral Performance

Track referral outcomes and commissions
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Case Pipeline

Full pipeline with status breakdown
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Lead Performance

Lead scoring and conversion analytics