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CASEpeer + Gmail

Send emails in Gmail for new cases in CASEpeer

Manage your legal practice efficiently by integrating CASEpeer with Gmail. With this workflow, as soon as a new case arises in CASEpeer, an email is automatically sent from your Gmail. This seamless connection not only ensures timely communications but also helps you stay proactive and well-informed about all your cases. Enhance your productivity with this simple yet effective automation.

Manage your legal practice efficiently by integrating CASEpeer with Gmail. With this workflow, as soon as a new case arises in CASEpeer, an email is automatically sent from your Gmail. This seamless connection not only ensures timely communications but also helps you stay proactive and well-informed about all your cases. Enhance your productivity with this simple yet effective automation.

  1. When this happens...
    CASEpeerCASEpeer
    New Case

    Triggers when a new case is created.

    TriggerInstant
  2. automatically do this!
    GmailGmail
    Send Email

    Triggers when a new email appears in the specified mailbox.

    ActionWrite
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Supported triggers and actions

    • 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

    Action
    Write
    • TaskRequired

    • Priority

    • CaseRequired

    • Created ByRequired

    • Assigned ToRequired

    • Urgent

    • Due DateRequired

    • 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 NoteRequired

    • CaseRequired

    Action
    Write
    • 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

    Action
    Write
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About CASEpeer

Case and practice management software for personal injury attorneys
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About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

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