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CASEpeer + Smith.ai Chat
CASEpeer + Smith.ai Chat
Create leads in CASEpeer from new Smith.ai Chat conversations
Effortlessly capture new leads from your Smith.ai Chat conversations and instantly create them in CASEpeer with this seamless workflow. Whenever a new chat starts within the Smith.ai Chat app, the contact details and chat transcript will be sent to CASEpeer, creating a new lead. Save valuable time and ensure your team always has the most recent information at their fingertips for efficient lead management.
- When this happens...New ChatTriggers when a new chat is created.
- automatically do this!Create LeadCreating a lead action
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- 14 day trial for premium features & apps
More things you can do with Smith.ai Chat and CASEpeer
Discover other triggers and actions you can use with Smith.ai Chat and CASEpeer
- New Chat
Triggers when a new chat is created.
Try ItTriggerPolling - Received Client Text Message
Triggers when a client sends a text message.
Try ItTriggerInstant - New Lead
Triggers when a new lead is captured.
Try ItTriggerInstant - Case NoteRequired
- CaseRequired
ActionWrite
- Case Status Change
Triggers when a case changes status.
Try ItTriggerInstant - New Case
Triggers when a new case is created.
Try ItTriggerInstant - Case 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
ActionWrite- TaskRequired
- Priority
- CaseRequired
- Created ByRequired
- Assigned ToRequired
- Urgent
- Due DateRequired
- Date To Show
ActionWrite
About CASEpeer
Case and practice management software for personal injury attorneys
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