CASEpeer + Posh

CASEpeer + Posh integrations

Create tasks in CASEpeer for new messages in Posh

Streamline your case management process with this efficient workflow. When a message arrives in your Posh app, a new case task gets immediately generated in CASEpeer. This saves considerable time and ensures no message gets overlooked. Enhance your team's productivity with this robust and seamless connection between Posh and CASEpeer.

When this happens...
MessageTriggers when agent takes a message on behalf of you.
TriggerInstant
automatically do this!
Create Case TaskCreates a case task
ActionWrite

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More things you can do with Posh and CASEpeer

Discover other triggers and actions you can use with Posh and CASEpeer

- Delivery
  Required
- Account
  Required
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Title
- Business
- Phone Number
  Required
- Extension
- Phone Type
- Email
- Email Type
Action
Write
Received Client Text Message
Triggers when a client sends a text message.
Trigger
Instant
Try It
New Lead
Triggers when a new lead is captured.
Trigger
Instant
Try It
- 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

- Location
  Required
- Phone Number
  Required
- Request
  Required
Action
Write
Case Status Change
Triggers when a case changes status.
Trigger
Instant
Try It
New Case
Triggers when a new case is created.
Trigger
Instant
Try It
- 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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CRM (Customer Relationship Management)

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About Posh

Posh is a virtual receptionist service.

HelpHelp

Related categories

Communication