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CASEpeer logoCASEpeer logo
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CASEpeer logoCASEpeer logo

ActiveCampaign + CASEpeer

ActiveCampaign + CASEpeer

ActiveCampaign + CASEpeer integrations

Create or update ActiveCampaign contacts from new CASEpeer cases

Stay on top of new developments with this crucial workflow. When CASEpeer registers a new case, a related contact is instantly created or updated in ActiveCampaign. This simplifies your client management, saves valuable time, and provides instant access to the most up-to-date case details.

  1. When this happens...
    New Case
    New Case
    New CaseTriggers when a new case is created.
  2. automatically do this!
    Create or Update Contact
    Create or Update Contact
    Create or Update ContactCreates a new contact, or updates an existing contact.
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More things you can do with CASEpeer and ActiveCampaign

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

  • 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 ActiveCampaign
ActiveCampaign is an autonomous marketing platform built to transform how marketers, agencies, and business owners work.
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About CASEpeer
Case and practice management software for personal injury attorneys
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