CASEpeer + Gmail
Send Gmail emails when new client text messages are received in CASEpeer
Ensure prompt communication with your clients with this seamless workflow. Whenever you receive a new text message in CASEpeer, this workflow springs into action, sending an email in Gmail immediately. It not only streamlines your communication process but also ensures that every client message gets a timely response. Let this automatic process maintain your professional responsiveness without any additional effort on your part.
Ensure prompt communication with your clients with this seamless workflow. Whenever you receive a new text message in CASEpeer, this workflow springs into action, sending an email in Gmail immediately. It not only streamlines your communication process but also ensures that every client message gets a timely response. Let this automatic process maintain your professional responsiveness without any additional effort on your part.
- When this happens...Received Client Text Message
Triggers when a client sends a text message.
- automatically do this!Send Email
Triggers when a new e-mail appears in the specified mailbox.
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Case Status Change
Triggers when a case changes status.
Try ItNew Case
Triggers when a new case is created.
Try ItCase 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
TaskRequired
Priority
CaseRequired
Created ByRequired
Assigned ToRequired
Urgent
Due DateRequired
Date To Show
Received Client Text Message
Triggers when a client sends a text message.
Try ItNew Lead
Triggers when a new lead is captured.
Try ItCase NoteRequired
CaseRequired
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
