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CASEpeer + Microsoft Excel

CASEpeer + Microsoft Excel

CASEpeer + Microsoft Excel integrations

Update rows in Microsoft Excel when case statuses change in CASEpeer

When a case status changes in CASEpeer, streamline your workflow with this automation that instantly inputs the updated details into a row on Microsoft Excel. Without any manual data entry, this workflow ensures all your case information remains current and easily accessible on your spreadsheet, giving your team a consistent, up-to-date overview.

  1. When this happens...
    Case Status Change
    Case Status Change
    Case Status ChangeTriggers when a case changes status.
  2. automatically do this!
    Add Row
    Add Row
    Add RowAdds a new row to the end of a worksheet.
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More things you can do with CASEpeer and Microsoft Excel

Discover other triggers and actions you can use with CASEpeer and Microsoft Excel

  • 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 CASEpeer
Case and practice management software for personal injury attorneys
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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  • Update CASEpeer cases every time Microsoft Excel rows are updated