CASEpeer Integrations

Name: Zapier
Availability: InStock

Do more with CASEpeer integrations

Zapier lets you connect CASEpeer with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

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Moxo

Team Collaboration

Google Sheets

Google, Spreadsheets

Google Drive

File Management & Storage, Google

Mailchimp

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Lawmatics

Marketing Automation

Google Forms

Forms & Surveys, Google

LEX Reception

Customer Support

Todoist

Task Management

Moxo

Team Collaboration

Google Sheets

Google, Spreadsheets

Google Drive

File Management & Storage, Google

Mailchimp

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Lawmatics

Marketing Automation

Moxo

Team Collaboration

Google Sheets

Google, Spreadsheets

Google Drive

File Management & Storage, Google

Mailchimp

Marketing Automation

Microsoft Outlook

Calendar, Email, Microsoft

Lawmatics

Marketing Automation

Google Forms

Forms & Surveys, Google

LEX Reception

Customer Support

Todoist

Task Management

Top companies trust Zapier to automate work and free up time

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Quickly automate CASEpeer integrations with Zapier's templates

Create new CASEpeer leads from Smith.ai calls
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Smith.ai + CASEpeer
Create Asana projects from new CASEpeer cases
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CASEpeer + Asana
Create CASEpeer leads from new Gravity Forms submissions
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Gravity Forms + CASEpeer
Create new CASEpeer leads from updated Google Sheets rows
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Google Sheets + CASEpeer
Create leads in CASEpeer from new Smith.ai Chat conversations
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Smith.ai Chat + CASEpeer
Create CASEpeer case tasks from new or updated Google Sheets rows
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Google Sheets + CASEpeer

Create new CASEpeer leads from Smith.ai calls

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Smith.ai + CASEpeer

Create Asana projects from new CASEpeer cases

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CASEpeer + Asana

Create CASEpeer leads from new Gravity Forms submissions

Details

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Gravity Forms + CASEpeer

Create new CASEpeer leads from updated Google Sheets rows

Details

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Google Sheets + CASEpeer

Create leads in CASEpeer from new Smith.ai Chat conversations

Details

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Smith.ai Chat + CASEpeer

Create CASEpeer case tasks from new or updated Google Sheets rows

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Google Sheets + CASEpeer

Create and send Microsoft Outlook emails for new CASEpeer leads

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CASEpeer + Microsoft Outlook

Create CASEpeer case notes from new or updated Google Sheets rows

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Google Sheets + CASEpeer

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

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CASEpeer + Google Chat

Create new CASEpeer leads from incoming Intaker chats

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Intaker + CASEpeer

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

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Fillout Forms + CASEpeer

Create new CASEpeer leads from Google Forms responses

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Google Forms + CASEpeer

Create and send Microsoft Outlook emails for new CASEpeer leads
Details
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CASEpeer + Microsoft Outlook
Create CASEpeer case notes from new or updated Google Sheets rows
Details
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Google Sheets + CASEpeer
Create Google Chat messages for new client text messages received in CASEpeer
Details
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CASEpeer + Google Chat
Create new CASEpeer leads from incoming Intaker chats
Details
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Intaker + CASEpeer
Create new CASEpeer leads from Fillout Forms submissions for streamlined lead management
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Fillout Forms + CASEpeer
Create new CASEpeer leads from Google Forms responses
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Google 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
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New Case
Triggers when a new case is created.
Trigger
Instant
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- 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
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New Lead
Triggers when a new lead is captured.
Trigger
Instant
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- 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)

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About CASEpeer

Case and practice management software for personal injury attorneys

HelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

CASEpeer Integrations

Do more with CASEpeer integrations

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Quickly automate CASEpeer integrations with Zapier's templates

Create new CASEpeer leads from Smith.ai calls

Create Asana projects from new CASEpeer cases

Create CASEpeer leads from new Gravity Forms submissions

Create new CASEpeer leads from updated Google Sheets rows

Create leads in CASEpeer from new Smith.ai Chat conversations

Create CASEpeer case tasks from new or updated Google Sheets rows

Create new CASEpeer leads from Smith.ai calls

Create Asana projects from new CASEpeer cases

Create CASEpeer leads from new Gravity Forms submissions

Create new CASEpeer leads from updated Google Sheets rows

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 new CASEpeer leads from Google Forms responses

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 new CASEpeer leads from Google Forms responses

Supported triggers and actions