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.
New Questionnaire SubmittedTriggers whenever a questionnaire is submittedTrigger- Create/Update Client ProfileCreate or update a client profile within Woodpecker given their email address.Action
- Populate DocumentsPopulates one document or multiple with values that you specify.Action
Case Status ChangeTriggers when a case changes status.Trigger- Received Client Text MessageTriggers when a client sends a text message.Trigger
- New LeadTriggers when a new lead is captured.Trigger
- Create LeadCreating a lead actionAction
About CASEpeer
Case and practice management software for personal injury attorneys
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About 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!
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