CASEpeer + LEX Reception
CASEpeer + LEX Reception
Create new CASEpeer leads from new LEX Reception messages
Transform new messages in your LEX Reception app into fresh leads in the CASEpeer app with this efficient workflow. Whenever a new message pops up in LEX Reception, the workflow springs into action, creating a new lead in CASEpeer. Not only does this save time, but it also ensures you don't miss out on any potential clients, turning your communication into valuable opportunities.
- When this happens...New MessageTriggers when a new message is taken.
- automatically do this!Create LeadCreating a lead action
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More things you can do with LEX Reception and CASEpeer
Discover other triggers and actions you can use with LEX Reception and CASEpeer
- New Message
Triggers when a new message is taken.
Try ItTriggerInstant - Case Status Change
Triggers when a case changes status.
Try ItTriggerInstant - New Case
Triggers when a new case is created.
Try ItTriggerInstant - 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
ActionWrite
- First NameRequired
- Last Name
- Email
- Country Code
- Phone
- Address
- City
- State
- Zip
- Country
ActionWrite- Received Client Text Message
Triggers when a client sends a text message.
Try ItTriggerInstant - New Lead
Triggers when a new lead is captured.
Try ItTriggerInstant - Case NoteRequired
- CaseRequired
ActionWrite
About CASEpeer
Case and practice management software for personal injury attorneys
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