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.
- When this happens...Case Status ChangeTriggers when a case changes status.
- automatically do this!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
- 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
Case and practice management software for personal injury attorneys
Related categories
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.
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