CASEpeer + Posh
Create tasks in CASEpeer for new messages in Posh
Streamline your case management process with this efficient workflow. When a message arrives in your Posh app, a new case task gets immediately generated in CASEpeer. This saves considerable time and ensures no message gets overlooked. Enhance your team's productivity with this robust and seamless connection between Posh and CASEpeer.
Streamline your case management process with this efficient workflow. When a message arrives in your Posh app, a new case task gets immediately generated in CASEpeer. This saves considerable time and ensures no message gets overlooked. Enhance your team's productivity with this robust and seamless connection between Posh and CASEpeer.
- When this happens...Message
Triggers when agent takes a message on behalf of you.
- automatically do this!Create Case Task
Creates a case task
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DeliveryRequired
AccountRequired
Try ItFirst NameRequired
Last NameRequired
Title
Business
Phone NumberRequired
Extension
Phone Type
Email
Email Type
Received Client Text Message
Triggers when a client sends a text message.
Try ItNew Lead
Triggers when a new lead is captured.
Try It
LocationRequired
Phone NumberRequired
RequestRequired
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
