CASEpeer + Ninja Forms

CASEpeer + Ninja Forms integrations

Create new CASEpeer leads from Ninja Forms submissions

Effortlessly manage your leads by connecting Ninja Forms and CASEpeer. With this workflow, every time there's a new form submission in Ninja Forms, a lead will be created in CASEpeer. Streamline your lead generation process and ensure all potential clients are captured and organized within your case management system.

When this happens...
New Form SubmissionTriggers when a form is submitted.
TriggerInstant
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Create LeadCreating a lead action
ActionWrite

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More things you can do with Ninja Forms and CASEpeer

Discover other triggers and actions you can use with Ninja Forms and CASEpeer

New Form Submission
Triggers when a form is submitted.
Trigger
Instant
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Received Client Text Message
Triggers when a client sends a text message.
Trigger
Instant
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New Lead
Triggers when a new lead is captured.
Trigger
Instant
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- Case Note
  Required
- Case
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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
Action
Write

- Litigation File Number
- Client Cellphone Number
- Firm File Number
Action
Search

Case Status Change
Triggers when a case changes status.
Trigger
Instant
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New Case
Triggers when a new case is created.
Trigger
Instant
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- Case Type
  Required
- Phone Type
  Required
- Date Of Injury
  Required
- Phone Number
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Email
- Nick Name
- Source Type
- Source Detail
- Date of Birth
- Language
- Incident Description
- Description of Injuries
- Case Status
  Required
Action
Write
- Task
  Required
- Priority
- Case
  Required
- Created By
  Required
- Assigned To
  Required
- Urgent
- Due Date
  Required
- Date To Show
Action
Write
- Email Address
  Required
Action
Search
- Case Type Name
  Required
Action
Search

About CASEpeer

Case and practice management software for personal injury attorneys

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About Ninja Forms

Ninja Forms is the easiest and most flexible WordPress Form builder.

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Forms & Surveys

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