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CASEpeer + Levitate

CASEpeer + Levitate

CASEpeer + Levitate integrations

Create or update Levitate contacts when case status changes in CASEpeer

Stay updated with any changes in your CASEpeer cases thanks to this seamless automation. When the status of a case in CASEpeer changes, this functionality promptly creates or updates corresponding contacts in Levitate. This ensures your Levitate contact list mirrors these key updates, fostering a smooth communication process and better management of your professional relationships.

  1. When this happens...
    Case Status Change
    Case Status Change
    Case Status ChangeTriggers when a case changes status.
    TriggerInstant
  2. automatically do this!
    Create or Update Levitate Contact
    Create or Update Levitate Contact
    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

  • CASEpeer triggers, actions, and search
    Case Status Change

    Triggers when a case changes status.

    Trigger
    Instant
    Try It
  • CASEpeer triggers, actions, and search
    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
  • CASEpeer triggers, actions, and search
    Received Client Text Message

    Triggers when a client sends a text message.

    Trigger
    Instant
    Try It
  • CASEpeer triggers, actions, and search
    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
casepeer logo
casepeer logo
About CASEpeer
Case and practice management software for personal injury attorneys
Learn moreLearn moreHelpHelp
Related categories
CRM (Customer Relationship Management)
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levitate logo
levitate logo
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)

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