1.Detect case status change
Integrate CASEpeer and case workflow data to detect case status changes and to pass case data into the automation.
Send welcome letter and PDF to new client
Automatically catch case status changes across CASEpeer and map client data from onboarding workflows. Create and send welcome PDFs when case status changes, intake stage reached, or intake criteria matchβso you can create documents, save PDFs, and email clients without manual paperwork.
How this automation accelerates client onboarding
When case status changes are handled manually, welcome letters get delayed and clients may miss key information. This automation catches case intake signals, builds PDFs from templates, saves them to Drive, and emails the PDFβso your team can welcome clients faster.
CASEpeeror swap with your favorite app
2.Format date fields for templates
Integrate Code by Zapier, data formatting tools, and placeholder mapping to format date fields for display and template use.
Code by Zapieror swap with your favorite app
3.Create document from template
Integrate Google Docs, document templating tools, and field mapping to create a document and populate client placeholders.
Google Docsor swap with your favorite app
4.Save created file as PDF
Integrate Google Drive, file conversion tools, and folder management to convert or save the document as a PDF.
Google Driveor swap with your favorite app
5.Email PDF to client
Integrate Gmail, email composition tools, and attachment handling to send the welcome email with the PDF attached.
Gmailor swap with your favorite app
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Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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