CASEpeer + Google Sheets
Create multiple Google Sheets rows each time new cases occur in CASEpeer
Streamline your legal workflow with this practical solution. Whenever a new case is created in CASEpeer, pertinent details are immediately transferred and stored into a Google Sheets spreadsheet. This effective method not only ensures that all necessary information is easily accessible but also reduces the potential for manual data entry mishaps, freeing up valuable time. Leverage this seamlessly integrated process to enhance your case management duties.
Streamline your legal workflow with this practical solution. Whenever a new case is created in CASEpeer, pertinent details are immediately transferred and stored into a Google Sheets spreadsheet. This effective method not only ensures that all necessary information is easily accessible but also reduces the potential for manual data entry mishaps, freeing up valuable time. Leverage this seamlessly integrated process to enhance your case management duties.
- When this happens...New Case
Triggers when a new case is created.
- automatically do this!Create Multiple Spreadsheet Rows
Create one or more new rows in a specific spreadsheet (with line item support).
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Case Status Change
Triggers when a case changes status.
Try ItNew Case
Triggers when a new case is created.
Try ItCase 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
TaskRequired
Priority
CaseRequired
Created ByRequired
Assigned ToRequired
Urgent
Due DateRequired
Date To Show
Received Client Text Message
Triggers when a client sends a text message.
Try ItNew Lead
Triggers when a new lead is captured.
Try ItCase NoteRequired
CaseRequired
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
