CASEpeer + Intaker

CASEpeer + Intaker integrations

Update and create leads in CASEpeer when lead status changes in Intaker

Manage your leads more efficiently with this workflow. When a lead status changes in the Intaker app, it initiates the process to create a new lead in CASEpeer. This seamless process ensures that no lead update is missed, keeping your business pipeline updated and maximizing conversion opportunities.

When this happens...
Lead Status ChangedTriggers when lead status on the dashboard changes
TriggerInstant
automatically do this!
Create LeadCreating a lead action
ActionWrite

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More things you can do with Intaker and CASEpeer

Discover other triggers and actions you can use with Intaker and CASEpeer

- Organization
  Required
- Agent Name
  Required
Trigger
Instant
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- Organization Name
  Required
- Bot Name
- Prompt Name
Trigger
Polling
Try It
- orgId
  Required
- Lead Status Changed To
  Required
- Lead Status Changed From
- Filter
Trigger
Instant
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- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It

- Organization
  Required
- Lead Name
  Required
- Lead Status
- Create Task (Notification via Desk & Email)
  Required
- First Name
- Last Name
- Phone Number
- Phone Number SMS Consent
- Email
- Pipeline
- Stage
- Pipeline Estimated Value
- Pipeline Estimated Cost
- Pipeline Actual Value
- Pipeline Actual Cost
- Pipeline Additional Details
- Note Description
Action
Write
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
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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

- orgId
  Required
- agentId
  Required
Trigger
Instant
Try It
- Organization Name
  Required
- Bot Name
Trigger
Polling
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization Name
  Required
Trigger
Instant
Try It
- Organization
  Required
- AI Agent
  Required
- First Name
- Last Name
- Phone Number
  Required
- Phone Number SMS Consent
- Note
- Prevent sending text messages if consent is unknown (recommended)
  Required
Action
Write
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

About CASEpeer

Case and practice management software for personal injury attorneys

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CRM (Customer Relationship Management)

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About Intaker

Intaker is a website chat, two-way texting, follow-up automation, client intake and lead management tool built for forward looking law firms

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Related categories

Dashboards

Related Zap Templates

Create new CASEpeer leads from incoming Intaker chats

Related Zap Templates

Create new CASEpeer leads from incoming Intaker chats