CASEpeer + Intaker

Create new CASEpeer leads from incoming Intaker chats

Effortlessly turn new chats in your Intaker app into leads within CASEpeer by setting up this seamless workflow. With each fresh conversation in Intaker, this automation will create a lead in CASEpeer, allowing you to stay organized and easily track potential clients. Spend less time on manual data entry and more time engaging with your prospects, all while staying on top of your legal cases.

When this happens...
New Chat
Triggers when a new chat is received by Intaker.
TriggerPolling
automatically do this!
Create Lead
Creating a lead action
ActionWrite

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Supported triggers and actions

- OrganizationRequired
- Agent NameRequired
Trigger
Instant
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- Organization NameRequired
- Bot Name
Trigger
Polling
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- Organization NameRequired
Trigger
Instant
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- Organization NameRequired
Trigger
Instant
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- OrganizationRequired
- AI AgentRequired
- Phone NumberRequired
- 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 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
Action
Write
- TaskRequired
- Priority
- CaseRequired
- Created ByRequired
- Assigned ToRequired
- Urgent
- Due DateRequired
- Date To Show
Action
Write
- Email AddressRequired
Action
Search
- Case Type NameRequired
Action
Search

- Organization NameRequired
- Bot Name
- Prompt Name
Trigger
Polling
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- orgIdRequired
- Lead Status Changed ToRequired
- Lead Status Changed From
- Filter
Trigger
Instant
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- Organization NameRequired
Trigger
Instant
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- Organization NameRequired
Trigger
Instant
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- OrganizationRequired
- Lead NameRequired
- 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
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New Lead
Triggers when a new lead is captured.
Trigger
Instant
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- Case NoteRequired
- CaseRequired
Action
Write
- First NameRequired
- Last NameRequired
- EmailRequired
- 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