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.
- When this happens...New CaseTriggers when a new case is created.
- automatically do this!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
- 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
- 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- 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
ActionWrite
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Related categories
Case and practice management software for personal injury attorneys
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