CASEpeer + SMS by Zapier
Send sms through SMS by Zapier when new client text messages are received in CASEpeer
When a new client text message is received in CASEpeer, this workflow promptly responds by sending an SMS via SMS by Zapier. This automation is a valuable tool for maintaining efficient and responsive communication with clients, eliminating the need for manual tracking and responding to every individual message, while ensuring prompt replies. Use this workflow to improve client engagement and deliver consistent, timely responses.
When a new client text message is received in CASEpeer, this workflow promptly responds by sending an SMS via SMS by Zapier. This automation is a valuable tool for maintaining efficient and responsive communication with clients, eliminating the need for manual tracking and responding to every individual message, while ensuring prompt replies. Use this workflow to improve client engagement and deliver consistent, timely responses.
- When this happens...Received Client Text Message
Triggers when a client sends a text message.
- automatically do this!Send SMS
Send an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
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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
