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CASEpeer + Slack

Send Slack private messages whenever new client text messages are received in CASEpeer

Streamline your communication with this potent workflow. When a new client text message arrives in CASEpeer, an immediate message is sent to a private Slack channel. This not only enhances your team's efficiency but also allows you to respond quickly to client concerns. Foster seamless interaction and keep your team synced effortlessly with this integration.

Streamline your communication with this potent workflow. When a new client text message arrives in CASEpeer, an immediate message is sent to a private Slack channel. This not only enhances your team's efficiency but also allows you to respond quickly to client concerns. Foster seamless interaction and keep your team synced effortlessly with this integration.

  1. When this happens...
    CASEpeerCASEpeer
    Received Client Text Message

    Triggers when a client sends a text message.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Private Channel Message

    Triggers when a new message is posted to a specific #private-channel or multi-dm.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CASEpeer triggers, actions, and search

    Case Status Change

    Triggers when a case changes status.

    Trigger
    Instant
    Try It
    • Case 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

    Action
    Write
    • TaskRequired

    • Priority

    • CaseRequired

    • Created ByRequired

    • Assigned ToRequired

    • Urgent

    • Due DateRequired

    • Date To Show

    Action
    Write
  • CASEpeer triggers, actions, and search

    Received Client Text Message

    Triggers when a client sends a text message.

    Trigger
    Instant
    Try It
    • Case NoteRequired

    • CaseRequired

    Action
    Write
    • 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

    Action
    Write
casepeer logo
casepeer logo

About CASEpeer

Case and practice management software for personal injury attorneys
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

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