Asana + CASEpeer

Create Asana projects from new CASEpeer cases

Streamline your workflow with this efficient connection between CASEpeer and Asana. When a new case appears in CASEpeer, a parallel project is instantly generated in Asana. This setup helps mirror your legal cases as work tasks, promoting enhanced project management and team coordination. Embrace this time-saving solution to reduce manual entries and achieve an organized work process.

Streamline your workflow with this efficient connection between CASEpeer and Asana. When a new case appears in CASEpeer, a parallel project is instantly generated in Asana. This setup helps mirror your legal cases as work tasks, promoting enhanced project management and team coordination. Embrace this time-saving solution to reduce manual entries and achieve an organized work process.

  1. When this happens...
    CASEpeerCASEpeer
    New Case

    Triggers when a new case is created.

    TriggerInstant
  2. automatically do this!
    AsanaAsana
    Create Project

    Triggered when you add a new project.

    ActionWrite
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Supported triggers and actions

  • CASEpeer triggers, actions, and search

    Received Client Text Message

    Triggers when a client sends a text message.

    Trigger
    Instant
    Try It
    • Case NoteRequired

    • CaseRequired

    Action
    Write
    • First NameRequired

    • Last NameRequired

    • EmailRequired

    • 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
asana logo
asana logo

About Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.
Learn more

Related categories

  • Project Management

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casepeer logo
casepeer logo

About CASEpeer

Case and practice management software for personal injury attorneys

Related categories

  • CRM (Customer Relationship Management)

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