CASEpeer + LEX Reception
Create case notes in CASEpeer from new messages in LEX Reception
When a new message is received in your LEX Reception app, this workflow ensures that a corresponding case note is instantly created in your CASEpeer app. It provides a seamless integration between the two platforms, making sure no important messages slip through the cracks. Now, keeping track of client communication and case updates is easier than ever. Unleash the full potential of your LEX Reception messages with this automatic process.
When a new message is received in your LEX Reception app, this workflow ensures that a corresponding case note is instantly created in your CASEpeer app. It provides a seamless integration between the two platforms, making sure no important messages slip through the cracks. Now, keeping track of client communication and case updates is easier than ever. Unleash the full potential of your LEX Reception messages with this automatic process.
- When this happens...New Message
Triggers when a new message is taken.
- automatically do this!Create Case Note
Create a case note on the specified case
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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
