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CASEpeer + Klaviyo

Update Klaviyo subscribers when CASEpeer cases status changes

Simplify your marketing by integrating CASEpeer with Klaviyo. When a case status changes in CASEpeer, this workflow immediately adds a new subscriber in Klaviyo. This ensures you always stay up-to-date with your contacts helping you drive targeted and timely marketing easily. No more manually tracking case changes, let this automation do it for you.

Simplify your marketing by integrating CASEpeer with Klaviyo. When a case status changes in CASEpeer, this workflow immediately adds a new subscriber in Klaviyo. This ensures you always stay up-to-date with your contacts helping you drive targeted and timely marketing easily. No more manually tracking case changes, let this automation do it for you.

  1. When this happens...
    CASEpeerCASEpeer
    Case Status Change

    Triggers when a case changes status.

    TriggerInstant
  2. automatically do this!
    KlaviyoKlaviyo
    Create Or Update Profile

    Finds a subscriber.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CASEpeer triggers, actions, and search

    Case Status Change

    Triggers when a case changes status.

    Trigger
    Instant
    Try It
    • 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
casepeer logo
casepeer logo

About CASEpeer

Case and practice management software for personal injury attorneys
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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klaviyo logo
klaviyo logo

About Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.

Related categories

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