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CASEpeer + SMS by Zapier

CASEpeer + SMS by Zapier

CASEpeer + SMS by Zapier integrations

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.

  1. When this happens...
    Received Client Text Message
    Received Client Text Message
    Received Client Text MessageTriggers when a client sends a text message.
    TriggerInstant
  2. automatically do this!
    Send SMS
    Send SMS
    Send SMSSend an SMS to a number. Notice that a successful action means that the SMS has been queued, not delivered.
    ActionWrite
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More things you can do with CASEpeer and SMS by Zapier

Discover other triggers and actions you can use with CASEpeer and SMS by Zapier

  • CASEpeer triggers, actions, and search
    Case Status Change

    Triggers when a case changes status.

    Trigger
    Instant
    Try It
  • CASEpeer triggers, actions, and search
    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
  • CASEpeer triggers, actions, and search
    Received Client Text Message

    Triggers when a client sends a text message.

    Trigger
    Instant
    Try It
  • CASEpeer triggers, actions, and search
    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
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About CASEpeer
Case and practice management software for personal injury attorneys
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Related categories
CRM (Customer Relationship Management)
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About SMS by Zapier
Using our built-in number, you can send a limited number of SMS / text messages. This is great for reminders!
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Related categories
Phone & SMS
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Related Zap Templates

  • Send smss with SMS by Zapier when case status changes in CASEpeer

Related Zap Templates

 

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