CASEpeer + VideoAsk

Create leads in CASEpeer for new VideoAsk responses from respondents

Effortlessly capture leads from VideoAsk responses and create them in CASEpeer with this seamless workflow. Whenever a new response is recorded in VideoAsk, a lead will be created in CASEpeer, streamlining your lead management process and saving you valuable time. Boost your efficiency and never miss a potential client with this powerful integration.

When this happens...
New Response (From a Respondent)
Triggers when the transcription is ready after someone responds to a videoask.
TriggerInstant
automatically do this!
Create Lead
Creating a lead action
ActionWrite

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Supported triggers and actions

- Organization
- VideoaskRequired
Trigger
Instant
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- Organization
- VideoaskRequired
Trigger
Instant
Try It
- Organization IdRequired
- Name
- EmailRequired
- Phone Number
Action
Write
Case Status Change
Triggers when a case changes status.
Trigger
Instant
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New Case
Triggers when a new case is created.
Trigger
Instant
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- 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

- Email AddressRequired
Action
Search
- Case Type NameRequired
Action
Search

- Organization
- VideoaskRequired
Trigger
Instant
Try It
- VideoaskRequired
- Name
- EmailRequired
- Phone Number
- Product Name
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Received Client Text Message
Triggers when a client sends a text message.
Trigger
Instant
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New Lead
Triggers when a new lead is captured.
Trigger
Instant
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- 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
- Litigation File Number
- Client Cellphone Number
- Firm File Number
Action
Search