CASEpeer + Woodpecker
Generate Casepeer leads from new Woodpecker questionnaires
Tired of manually managing your questionnaire data? With this Zap in place, you can use Woodpecker questionnaires to collect information from your clients and automatically create new leads from the provided details in Casepeer.
Tired of manually managing your questionnaire data? With this Zap in place, you can use Woodpecker questionnaires to collect information from your clients and automatically create new leads from the provided details in Casepeer.
- When this happens...New Questionnaire Submitted
Triggers whenever a questionnaire is submitted
- automatically do this!Create Lead
Creating a lead action
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New Questionnaire Submitted
Triggers whenever a questionnaire is submitted
Try ItExport as PDF
Received Client Text Message
Triggers when a client sends a text message.
Try ItNew Lead
Triggers when a new lead is captured.
Try It
Client Email AddressRequired
Client Profile Attributes
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
About CASEpeer
Case and practice management software for personal injury attorneys
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Woodpecker
Woodpecker is a document automation platform that allows you to automatically prepare & populate frequently used documents for new recipients without ever having to open Microsoft Word!