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CASEpeer + Google Sheets

CASEpeer + Google Sheets

CASEpeer + Google Sheets integrations

Create multiple Google Sheets rows each time new cases occur in CASEpeer

Streamline your legal workflow with this practical solution. Whenever a new case is created in CASEpeer, pertinent details are immediately transferred and stored into a Google Sheets spreadsheet. This effective method not only ensures that all necessary information is easily accessible but also reduces the potential for manual data entry mishaps, freeing up valuable time. Leverage this seamlessly integrated process to enhance your case management duties.

  1. When this happens...
    New Case
    New Case
    New CaseTriggers when a new case is created.
  2. automatically do this!
    Create Multiple Spreadsheet Rows
    Create Multiple Spreadsheet Rows
    Create Multiple Spreadsheet RowsCreate one or more new rows in a specific spreadsheet (with line item support).
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More things you can do with CASEpeer and Google Sheets

Discover other triggers and actions you can use with CASEpeer and Google Sheets

  • CASEpeer triggers, actions, and search
    Case Status Change

    Triggers when a case changes status.

    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
  • CASEpeer triggers, actions, and search
    Received Client Text Message

    Triggers when a client sends a text message.

    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
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About CASEpeer
Case and practice management software for personal injury attorneys
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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