CASEpeer + Ninja Forms
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.
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 Submission
Triggers when a form is submitted.
- automatically do this!Create Lead
Creating a lead action
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New Form Submission
Triggers when a form is submitted.
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
