CASEpeer + Levitate
Manage new CASEpeer cases by creating or updating Levitate contacts
Initiate this CASEpeer to Levitate workflow to streamline your process effortlessly. Whenever a new case appears in CASEpeer, this automation will make sure that a compatible contact in Levitate is either created or updated right away. It enhances the efficiency of your client management by saving you from the manual transfer of data between the two applications, thus allowing you to focus more on what truly matters: your cases.
Initiate this CASEpeer to Levitate workflow to streamline your process effortlessly. Whenever a new case appears in CASEpeer, this automation will make sure that a compatible contact in Levitate is either created or updated right away. It enhances the efficiency of your client management by saving you from the manual transfer of data between the two applications, thus allowing you to focus more on what truly matters: your cases.
- When this happens...New Case
Triggers when a new case is created.
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
- Free forever for core features
- 14 day trial for premium features & apps
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
