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CASEpeer and Salesflare

CRM (Customer Relationship Management) casepeer.com ↗

How to connect CASEpeer

What you can automate

  • When received Client Text Message in CASEpeer, find or create account, then find or create contact, then add contact to account in Salesflare.
  • When new Lead in CASEpeer, find or create contact in Salesflare.
  • When new Task in Salesflare, create Case Task in CASEpeer.

About CASEpeer

Case and practice management software for personal injury attorneys

CASEpeer operations on Zapier

Triggers (4)

Start a workflow when this happens

  • Case Status Change — Triggers when a case changes status.
  • New Case — Triggers when a new case is created.
  • New Lead — Triggers when a new lead is captured.
  • Received Client Text Message — Triggers when a client sends a text message.

Actions (4)

Things Salesflare can make it do

  • Create Case — Creating a case action
  • Create Case Note — Create a case note on the specified case
  • Create Case Task — Creates a case task
  • Create Lead — Creating a lead action

Searches (3)

Look up existing records

  • Case Search — Search your cases by various filters. For example, a value in the casefile number field will search by casefile number. Will return the single best match ordered by the latest date of incident. Searching by cellphone number must not include any formatting.
  • Case Type Search — Search for a case type by the case type name
  • Caseworker Search — Search your caseworkers by email address

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