Woodpecker + CASEpeer Integrations
How to connect Woodpecker + CASEpeer
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Popular Woodpecker + CASEpeer workflows
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Generate Casepeer leads from new Woodpecker questionnaires
Generate Casepeer leads from new Woodpecker questionnaires
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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
How Woodpecker + CASEpeer Integrations Work
- Step 1: Authenticate Woodpecker and CASEpeer.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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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About CASEpeer
Case and practice management software for personal injury attorneys
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