Birdeye + CASEpeer

Birdeye + CASEpeer integrations

Track updated CASEpeer cases and create new Birdeye customers

Enhance your client relations with this smart workflow. As a case status updates in CASEpeer, it immediately initiates the creation of a new customer in Birdeye. This allows for a seamless way to manage customer relations, reducing the need for continual manual updates. By decreasing time-consuming data entry tasks, you can focus on delivering a top-notch customer experience.

When this happens...
Case Status ChangeTriggers when a case changes status.
TriggerInstant
automatically do this!
Create CustomerCreates a new customer for a specified business.
ActionWrite

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More things you can do with CASEpeer and Birdeye

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

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 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
- Business Number
  Required
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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- Business Number
  Required
- CRM Name
Trigger
Instant
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- Parent Business Number
  Required
Trigger
Instant
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- Parent Business Number
  Required
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
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- Business Id
  Required
- First Name
- Last Name
- Customer Email
- Customer Phone
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment Id
  Required
- External Appointment Id
  Required
- Business number
  Required
- Action
  Required
- Appointment Status
  Required
Action
Write
- Event Name
  Required
- Location Business Number
  Required
- CRM Name
  Required
Action
Write
- business Number
  Required
- appointment Id
  Required
- Action
  Required
- Start TIme
- End Time
- Duration
- AppointmentType Id
- Appointment Type
- Provider Id
- provider first name
- provider last name
- Client Id
- First Name
- Last Name
- Date of birth
- Email
- Phone
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian First Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
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 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
- Business number
  Required
Trigger
Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
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- Business number
  Required
Trigger
Instant
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- Parent Business Number
  Required
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
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New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
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- Business Number
  Required
Trigger
Instant
Try It
- Parent Business Number
  Required
Trigger
Instant
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- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
  Required
- Phone
  Required
- Gender
- Business Number
  Required
- Appointment Id
  Required
- Provider Id
- Provider First Name
- Provider Last Name
- Start Time
  Required
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write
- First Name
- Last Name
- Email
- Phone
- Total Amount
  Required
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference Id
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- Crm Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation User
  Required
Action
Write
- Business Number
  Required
- Customer Id
  Required
Action
Write
- Crm Doc Id
- Crm Name
- CRM CustomerId
- External Reference Id
- Notes
- Paid Date
- User Id
Action
Write
- Assigned To Email
  Required
- Ticket Status
- Ticket ID
  Required
- Parent Business Number
  Required
- User Email
  Required
Action
Write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

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Reviews

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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