CASEpeer Integrations

Name: Zapier
Availability: InStock

Put CASEpeer to work with AI and enterprise-grade automation

Automate smarter with CASEpeer and scale with confidence. Zapier is built for enterprise-grade security, compliance, and performance.

Start free with email

Continue with Google

Start free with email

Continue with Google

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Or pick an app to pair with

Moxo

AI Agents

Microsoft Outlook

Calendar, Email, Microsoft

Mailchimp

Marketing Automation

Gmail

Email, Google

Lawmatics

CRM (Customer Relationship Management)

Google Forms

Forms & Surveys, Google

Smith.ai

Phone & SMS

Google Sheets

Google, Spreadsheets

ClickUp

Project Management

Moxo

AI Agents

Microsoft Outlook

Calendar, Email, Microsoft

Mailchimp

Marketing Automation

Gmail

Email, Google

Lawmatics

CRM (Customer Relationship Management)

Google Forms

Forms & Surveys, Google

Moxo

AI Agents

Microsoft Outlook

Calendar, Email, Microsoft

Mailchimp

Marketing Automation

Gmail

Email, Google

Lawmatics

CRM (Customer Relationship Management)

Google Forms

Forms & Surveys, Google

Smith.ai

Phone & SMS

Google Sheets

Google, Spreadsheets

ClickUp

Project Management

Top companies trust Zapier to automate work and free up time

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Launch your first automated workflow

Create CASEpeer case tasks from new or updated Google Sheets rows
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Google Sheets + CASEpeer
Create and send Microsoft Outlook emails for new CASEpeer leads
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CASEpeer + Microsoft Outlook
Create Google Chat messages for new client text messages received in CASEpeer
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CASEpeer + Google Chat
Create new CASEpeer leads from incoming Intaker chats
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Intaker + CASEpeer
Send emails in Microsoft Outlook whenever case status changes in CASEpeer
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CASEpeer + Microsoft Outlook
Post Webhooks by Zapier outputs whenever CASEpeer case status changes occur
Premium
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CASEpeer + Webhooks by Zapier

Create CASEpeer case tasks from new or updated Google Sheets rows

Details

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Google Sheets + CASEpeer

Create and send Microsoft Outlook emails for new CASEpeer leads

Details

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CASEpeer + Microsoft Outlook

Create Google Chat messages for new client text messages received in CASEpeer

Details

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CASEpeer + Google Chat

Create new CASEpeer leads from incoming Intaker chats

Details

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Intaker + CASEpeer

Send emails in Microsoft Outlook whenever case status changes in CASEpeer

Details

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CASEpeer + Microsoft Outlook

Post Webhooks by Zapier outputs whenever CASEpeer case status changes occur

Details

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CASEpeer + Webhooks by Zapier

Create new items in monday.com when new leads occur in CASEpeer

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CASEpeer + monday.com

Update CASEpeer cases every time Microsoft Excel rows are updated

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Microsoft Excel + CASEpeer

Create new CASEpeer leads from newly filled out Lawmatics forms

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Lawmatics + CASEpeer

Update and create leads in CASEpeer when lead status changes in Intaker

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Intaker + CASEpeer

Create new RingCentral contacts from new CASEpeer cases

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CASEpeer + RingCentral

Create new CASEpeer cases from new CASEpeer cases effortlessly

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CASEpeer

Create new items in monday.com when new leads occur in CASEpeer
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CASEpeer + monday.com
Update CASEpeer cases every time Microsoft Excel rows are updated
Details
Try it
Microsoft Excel + CASEpeer
Create new CASEpeer leads from newly filled out Lawmatics forms
Details
Try it
Lawmatics + CASEpeer
Update and create leads in CASEpeer when lead status changes in Intaker
Details
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Intaker + CASEpeer
Create new RingCentral contacts from new CASEpeer cases
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CASEpeer + RingCentral
Create new CASEpeer cases from new CASEpeer cases effortlessly
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CASEpeer

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

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 Type
  Required
- Phone Type
  Required
- Date Of Injury
  Required
- Phone Number
  Required
- First Name
  Required
- Last Name
  Required
- Middle Name
- Email
- Nick Name
- Source Type
- Source Detail
- Date of Birth
- Language
- Incident Description
- Description of Injuries
- Case Status
  Required
Action
Write
- Task
  Required
- Priority
- Case
  Required
- Created By
  Required
- Assigned To
  Required
- Urgent
- Due Date
  Required
- Date To Show
Action
Write
- Email Address
  Required
Action
Search

- Case Type Name
  Required
Action
Search

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 Note
  Required
- Case
  Required
Action
Write
- First Name
  Required
- Last Name
  Required
- Email
  Required
- 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

For builders

Let your AI safely access CASEpeer

Go beyond Zap workflows. Install Zapier in your AI to call CASEpeer actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.

No code

Call actions in natural language with Zapier MCP

Act in CASEpeer from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.

Example actions on this page

Create Case
Create Case Note

Works with

Claude · ChatGPT · Cursor · Any MCP-compatible AI

Install Zapier MCP

Code

Work in code with the Zapier SDK

Expose CASEpeer actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().

Install

npm install @zapier/zapier-sdk
npm install -D @zapier/zapier-sdk-cli
zapier-sdk login
# create a CASEpeer connection @ https://zapier.com/es/app/assets/connections

Run an action

// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";

const zapier = createZapierSdk();

const { data: connection } = await zapier.findFirstConnection({ app: "casepeer", owner: "me" });

await zapier.runAction({
  app: 'casepeer',
  action: 'create_case',
  connection: connection.id,
  input: {
    {inputKeyValuePairs}
  },
});

Open the SDK docs

Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.

CASEpeer Help & Support

Common questions

Connect Your App Accounts to Zapier

Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

About CASEpeer

Case and practice management software for personal injury attorneys

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

CASEpeer Integrations

Put CASEpeer to work with AI and enterprise-grade automation

Top companies trust Zapier to automate work and free up time

Join millions worldwide who automate their work using Zapier

Create CASEpeer case tasks from new or updated Google Sheets rows

Create and send Microsoft Outlook emails for new CASEpeer leads

Create Google Chat messages for new client text messages received in CASEpeer

Create new CASEpeer leads from incoming Intaker chats

Send emails in Microsoft Outlook whenever case status changes in CASEpeer

Post Webhooks by Zapier outputs whenever CASEpeer case status changes occur

Create CASEpeer case tasks from new or updated Google Sheets rows

Create and send Microsoft Outlook emails for new CASEpeer leads

Create Google Chat messages for new client text messages received in CASEpeer

Create new CASEpeer leads from incoming Intaker chats

Send emails in Microsoft Outlook whenever case status changes in CASEpeer

Post Webhooks by Zapier outputs whenever CASEpeer case status changes occur

Create new items in monday.com when new leads occur in CASEpeer

Update CASEpeer cases every time Microsoft Excel rows are updated

Create new CASEpeer leads from newly filled out Lawmatics forms

Update and create leads in CASEpeer when lead status changes in Intaker

Create new RingCentral contacts from new CASEpeer cases

Create new CASEpeer cases from new CASEpeer cases effortlessly

Create new items in monday.com when new leads occur in CASEpeer

Update CASEpeer cases every time Microsoft Excel rows are updated

Create new CASEpeer leads from newly filled out Lawmatics forms

Update and create leads in CASEpeer when lead status changes in Intaker

Create new RingCentral contacts from new CASEpeer cases

Create new CASEpeer cases from new CASEpeer cases effortlessly

Let your AI safely access CASEpeer

Call actions in natural language with Zapier MCP

Work in code with the Zapier SDK

CASEpeer Help & Support

Common questions

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Manage Your App Connections

Use the Power of AI to Generate Zaps (Beta)

What Should I Do in Zapier If I Change an App Account Password

Popular CASEpeer Integrations

Popular CASEpeer Integrations

Connect Your App Accounts to Zapier