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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Case Status Change" from CASEpeer.

Add your action

An action happens after the trigger—such as "Extract Content From URL (Beta)" in AI by Zapier.

You’re connected!

Zapier seamlessly connects CASEpeer and AI by Zapier, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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
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
- Email Address
  Required
Action
Search

- Case Type Name
  Required
Action
Search
- Provider
  Required
- Authentication
  Required
- Model
  Required
- Prompt
  Required
- Input fields
- Knowledge Sources
- Output fields
- Return as an array of objects?
Action
Write

Received Client Text Message
Triggers when a client sends a text message.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is captured.
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
- Litigation File Number
- Client Cellphone Number
- Firm File Number
Action
Search
- URL to Extract Content From
  Required
Action
Write
- URLs to Search Across
  Required
- What to Search For
  Required
- Number of Results
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect CASEpeer and AI by Zapier to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate AI by Zapier on the Zapier blog

Make work flow with AI

Level up your CASEpeer to AI by Zapier integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About CASEpeer

Case and practice management software for personal injury attorneys

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Related categories

CRM (Customer Relationship Management)

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