CASEpeer + Moxo
Update clients in Moxo when case status changes in CASEpeer
When a case status is updated in CASEpeer, ensure your client information stays current in Moxo with this streamline workflow. This setup initiates an update in Moxo each time a case status alters in CASEpeer, maintaining consistency across your management platforms. Enhancing this seamless information flow saves time while keeping your client data accurate and up-to-date.
When a case status is updated in CASEpeer, ensure your client information stays current in Moxo with this streamline workflow. This setup initiates an update in Moxo each time a case status alters in CASEpeer, maintaining consistency across your management platforms. Enhancing this seamless information flow saves time while keeping your client data accurate and up-to-date.
- When this happens...Case Status Change
Triggers when a case changes status.
- automatically do this!Update Client
Updates the client info and account managers for a client.
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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
