CASEpeer + Smith.ai Chat
CASEpeer + Smith.ai Chat
CASEpeer + Smith.ai Chat integrations
Create leads in CASEpeer from new Smith.ai Chat conversations
Effortlessly capture new leads from your Smith.ai Chat conversations and instantly create them in CASEpeer with this seamless workflow. Whenever a new chat starts within the Smith.ai Chat app, the contact details and chat transcript will be sent to CASEpeer, creating a new lead. Save valuable time and ensure your team always has the most recent information at their fingertips for efficient lead management.
- When this happens...New ChatTriggers when a new chat is created.
- automatically do this!Create LeadCreating a lead action
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More things you can do with Smith.ai Chat and CASEpeer
Discover other triggers and actions you can use with Smith.ai Chat and CASEpeer
- New Chat
Triggers when a new chat is created.
Try ItTriggerPolling - Received Client Text Message
Triggers when a client sends a text message.
Try ItTriggerInstant - New Lead
Triggers when a new lead is captured.
Try ItTriggerInstant - Case NoteRequired
- CaseRequired
ActionWrite
- Case Status Change
Triggers when a case changes status.
Try ItTriggerInstant - New Case
Triggers when a new case is created.
Try ItTriggerInstant - Case TypeRequired
- Phone TypeRequired
- Date Of InjuryRequired
- Phone NumberRequired
- First NameRequired
- Last NameRequired
- Middle Name
- Email
- Nick Name
- Source Type
- Source Detail
- Date of Birth
- Language
- Incident Description
- Description of Injuries
- Case StatusRequired
ActionWrite- TaskRequired
- Priority
- CaseRequired
- Created ByRequired
- Assigned ToRequired
- Urgent
- Due DateRequired
- Date To Show
ActionWrite
About CASEpeer
Case and practice management software for personal injury attorneys
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