CASEpeer + Levitate

CASEpeer + Levitate integrations

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.

When this happens...
New CaseTriggers when a new case is created.
TriggerInstant
automatically do this!
Create or Update Levitate ContactCreates or updates a Contact in Levitate
ActionWrite

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More things you can do with CASEpeer and Levitate

Discover other triggers and actions you can use with CASEpeer and Levitate

Case Status Change
Triggers when a case changes status.
Trigger
Instant
Try It
New Case
Triggers when a new case is created.
Trigger
Instant
Try It
- Case Type
  Required
- Phone Type
  Required
- Date Of Injury
  Required
- Phone Number
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Email
- Nick Name
- Source Type
- Source Detail
- Date of Birth
- Language
- Incident Description
- Description of Injuries
- Case Status
  Required
Action
Write
- Task
  Required
- Priority
- Case
  Required
- Created By
  Required
- Assigned To
  Required
- Urgent
- Due Date
  Required
- Date To Show
Action
Write
- Email Address
  Required
Action
Search

- Case Type Name
  Required
Action
Search
- Donor Name
  Required
- Donor Email
  Required
- Donation Amount
  Required
- Donation Date
- Donation Type
- Campaign
- Donation Stage
- External ID
- Donor ID
Action
Write

Received Client Text Message
Triggers when a client sends a text message.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is captured.
Trigger
Instant
Try It
- Case Note
  Required
- Case
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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
- Litigation File Number
- Client Cellphone Number
- Firm File Number
Action
Search
- Contact ID in Source System
  Required
- Last Name
- First Name
- Full Name
- Email Addresses
- Phone Numbers
- Address Line 1
- Address Line 2
- Address City
- Address State / Province
- Address Postal Code
- Address Country
- Birthday
- Tags
- Note
Action
Write
- Policy Number
  Required
- Carrier Name
  Required
- Premium
  Required
- Renewal Date
  Required
- Effective Date
  Required
- Policy Holder ID
  Required
- Cancellation Date
  Required
- Line of Business
  Required
- Policy ID in the Source System
  Required
- Origination Date
- Policy Holder First Name
- Policy Holder Last Name
- Policy Holder Email
Action
Write

About CASEpeer

Case and practice management software for personal injury attorneys

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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About Levitate

Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Related Zap Templates

Create or update Levitate contacts when case status changes in CASEpeer

Related Zap Templates

Create or update Levitate contacts when case status changes in CASEpeer