CASEpeer + monday.com
Create new items in monday.com when new leads occur in CASEpeer
When a new lead is detected in CASEpeer, an item is instantly created in monday.com. This seamless workflow ensures that every potential customer is promptly attended to, enhancing response time and increasing client satisfaction. It eliminates the need for manual data entry, saving you time and making the lead management process efficiently streamlined.
When a new lead is detected in CASEpeer, an item is instantly created in monday.com. This seamless workflow ensures that every potential customer is promptly attended to, enhancing response time and increasing client satisfaction. It eliminates the need for manual data entry, saving you time and making the lead management process efficiently streamlined.
- When this happens...New Lead
Triggers when a new lead is captured.
- automatically do this!Create Item
Create a new Item in a board
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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
Received 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
First NameRequired
Last NameRequired
EmailRequired
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
