CASEpeer Integrations

Name: Zapier
Availability: InStock

Put CASEpeer to work with AI and enterprise-grade automation

Automate smarter with CASEpeer 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

Moxo

Team Collaboration

Slack

Team Chat

Google Drive

File Management & Storage, Google

Mailchimp

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Lawmatics

Marketing Automation

Gmail

Email, Google

Google Forms

Forms & Surveys, Google

LEX Reception

Customer Support

Moxo

Team Collaboration

Slack

Team Chat

Google Drive

File Management & Storage, Google

Mailchimp

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Lawmatics

Marketing Automation

Moxo

Team Collaboration

Slack

Team Chat

Google Drive

File Management & Storage, Google

Mailchimp

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Lawmatics

Marketing Automation

Gmail

Email, Google

Google Forms

Forms & Surveys, Google

LEX Reception

Customer Support

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 new CASEpeer leads from Smith.ai calls
Details
Try it
Smith.ai + CASEpeer
Create Asana projects from new CASEpeer cases
Details
Try it
CASEpeer + Asana
Send Slack private messages whenever new client text messages are received in CASEpeer
Details
Try it
CASEpeer + Slack
Create new CASEpeer leads from updated Google Sheets rows
Details
Try it
Google Sheets + CASEpeer
Create CASEpeer leads from new Gravity Forms submissions
Details
Try it
Gravity Forms + CASEpeer
Create leads in CASEpeer from new Smith.ai Chat conversations
Details
Try it
Smith.ai Chat + CASEpeer

Create new CASEpeer leads from Smith.ai calls

Details

Try it

Smith.ai + CASEpeer

Create Asana projects from new CASEpeer cases

Details

Try it

CASEpeer + Asana

Send Slack private messages whenever new client text messages are received in CASEpeer

Details

Try it

CASEpeer + Slack

Create new CASEpeer leads from updated Google Sheets rows

Details

Try it

Google Sheets + CASEpeer

Create CASEpeer leads from new Gravity Forms submissions

Details

Try it

Gravity Forms + CASEpeer

Create leads in CASEpeer from new Smith.ai Chat conversations

Details

Try it

Smith.ai Chat + CASEpeer

Create CASEpeer case tasks from new or updated Google Sheets rows

Details

Try it

Google Sheets + CASEpeer

Create and send Microsoft Outlook emails for new CASEpeer leads

Details

Try it

CASEpeer + Microsoft Outlook

Create CASEpeer case notes from new or updated Google Sheets rows

Details

Try it

Google Sheets + CASEpeer

Create Google Chat messages for new client text messages received in CASEpeer

Details

Try it

CASEpeer + Google Chat

Create new CASEpeer leads from incoming Intaker chats

Details

Try it

Intaker + CASEpeer

Create new CASEpeer leads from Fillout Forms submissions for streamlined lead management

Details

Try it

Fillout Forms + CASEpeer

Create CASEpeer case tasks from new or updated Google Sheets rows
Details
Try it
Google Sheets + CASEpeer
Create and send Microsoft Outlook emails for new CASEpeer leads
Details
Try it
CASEpeer + Microsoft Outlook
Create CASEpeer case notes from new or updated Google Sheets rows
Details
Try it
Google Sheets + CASEpeer
Create Google Chat messages for new client text messages received in CASEpeer
Details
Try it
CASEpeer + Google Chat
Create new CASEpeer leads from incoming Intaker chats
Details
Try it
Intaker + CASEpeer
Create new CASEpeer leads from Fillout Forms submissions for streamlined lead management
Details
Try it
Fillout Forms + CASEpeer

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.

Case Status Change
Triggers when a case changes status.
Trigger
Instant
Try It
New Case
Triggers when a new case is created.
Trigger
Instant
Try It
- Case Type
  Required
- Phone Type
  Required
- Date Of Injury
  Required
- Phone Number
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Email
- Nick Name
- Source Type
- Source Detail
- Date of Birth
- Language
- Incident Description
- Description of Injuries
- Case Status
  Required
Action
Write
- Task
  Required
- Priority
- Case
  Required
- Created By
  Required
- Assigned To
  Required
- Urgent
- Due Date
  Required
- Date To Show
Action
Write
- Email Address
  Required
Action
Search

- Case Type Name
  Required
Action
Search

Received Client Text Message
Triggers when a client sends a text message.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is captured.
Trigger
Instant
Try It
- Case Note
  Required
- Case
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Phone
- Phone ext.
- Call Time
- Source
- Date of Incident
- Accident Type
- Description of Injuries
- Description of Accident
- Source Number
- Patched To
- Patched From
- Write in Date of Incident
- Caller
- General Description
Action
Write
- Litigation File Number
- Client Cellphone Number
- Firm File Number
Action
Search

CASEpeer 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 CASEpeer

Case and practice management software for personal injury attorneys

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

CASEpeer Integrations

Put CASEpeer 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 new CASEpeer leads from Smith.ai calls

Create Asana projects from new CASEpeer cases

Send Slack private messages whenever new client text messages are received in CASEpeer

Create new CASEpeer leads from updated Google Sheets rows

Create CASEpeer leads from new Gravity Forms submissions

Create leads in CASEpeer from new Smith.ai Chat conversations

Create new CASEpeer leads from Smith.ai calls

Create Asana projects from new CASEpeer cases

Send Slack private messages whenever new client text messages are received in CASEpeer

Create new CASEpeer leads from updated Google Sheets rows

Create CASEpeer leads from new Gravity Forms submissions

Create leads in CASEpeer from new Smith.ai Chat conversations

Create CASEpeer case tasks from new or updated Google Sheets rows

Create and send Microsoft Outlook emails for new CASEpeer leads

Create CASEpeer case notes from new or updated Google Sheets rows

Create Google Chat messages for new client text messages received in CASEpeer

Create new CASEpeer leads from incoming Intaker chats

Create new CASEpeer leads from Fillout Forms submissions for streamlined lead management

Create CASEpeer case tasks from new or updated Google Sheets rows

Create and send Microsoft Outlook emails for new CASEpeer leads

Create CASEpeer case notes from new or updated Google Sheets rows

Create Google Chat messages for new client text messages received in CASEpeer

Create new CASEpeer leads from incoming Intaker chats

Create new CASEpeer leads from Fillout Forms submissions for streamlined lead management

Supported triggers and actions