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CASEpeer logoCASEpeer logo
Microsoft Outlook logoMicrosoft Outlook logo

CASEpeer + Microsoft Outlook

CASEpeer + Microsoft Outlook

CASEpeer + Microsoft Outlook integrations

Create and send Microsoft Outlook emails for new CASEpeer leads

Stay on top of new leads with this convenient workflow between CASEpeer and Microsoft Outlook. When a new lead is added to CASEpeer, an email will be sent from your Microsoft Outlook account, ensuring that you never miss an opportunity to follow up with potential clients. Streamline your lead management process and improve your response time with this seamless automation.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is captured.
  2. automatically do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
Start free with email
Start free with email
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More things you can do with CASEpeer and Microsoft Outlook

Discover other triggers and actions you can use with CASEpeer and Microsoft Outlook

  • 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
casepeer logo
About CASEpeer
Case and practice management software for personal injury attorneys
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microsoft-outlook logo
About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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