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.
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 Message
Triggers when a new message is taken.
- automatically do this!Create Lead
Creating a lead action
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New Message
Triggers when a new message is taken.
Try ItReceived 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
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
