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Choose a Trigger

Choose an Action

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Quickly connect CASEpeer to RingCentral with a Zapier template.

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Create new RingCentral contacts from new CASEpeer cases
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CASEpeer + RingCentral

Create new RingCentral contacts from new CASEpeer cases

Details

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CASEpeer + RingCentral

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Case Status Change" from CASEpeer.

Add your action

An action happens after the trigger—such as "Create Contact" in RingCentral.

You’re connected!

Zapier seamlessly connects CASEpeer and RingCentral, automating your workflow.

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
Call Ended
Triggers when a call has been ended.
Trigger
Instant
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Missed Call
Triggers when there is a new missed call.
Trigger
Instant
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- Type
Trigger
Instant
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New Voicemail
Triggers when there is a new incoming voicemail.
Trigger
Instant
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- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write
- Name
  Required
- Allow Join before host
- Mute Audio
- Turn off camera for participants
Action
Write
- Phone Number From
  Required
- Caller ID
- Phone Number To
  Required
- Play Prompt
Action
Write
- Type
- Phone Number From
  Required
- Phone Number To
  Required
- Text
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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
- Description
- View
  Required
- Phone Number
- Extension Number
- Direction
- Recording Type
- Missed Calls Filter
- Results
- Delay By
Trigger
Polling
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Do Not Disturb (DND) Presence Updated
Triggers when a user wants to change the Do Not Disturb (DND) presence status.
Trigger
Instant
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- Delay By
Trigger
Polling
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- Type
- Status
  Required
Trigger
Instant
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- Duration Unit
- Time Format
- Format
Trigger
Instant
Try It
- Documentation
- How do you want to specify the chat Id?
  Required
- Text
  Required
Action
Write
- Phone Number
  Required
Action
Write
- Phone Number To
  Required
- File
  Required
- Resolution
- Send Time
- Cover Page Text
- Cover Page Type
Action
Write
- Lookup By
  Required
- First Name
- Last Name
- Middle Name
- Nick Name
- Company
- Job Title
- Email
- Email 2
- Email 3
- Birthday
- Web Page
- Notes
- Home Phone
- Home Phone 2
- Business Phone
- Business Phone 2
- Mobile Phone
- Business Fax
- Company Phone
- Assistant Phone
- Car Phone
- Other Phone
- Other Fax
- Callback Phone
- Home Address Street
- Home Address City
- Home Address State
- Home Address Zip
- Home Address Country
- Business Address Street
- Business Address City
- Business Address State
- Business Address Zip
- Business Address Country
- Other Address Street
- Other Address City
- Other Address State
- Other Address Zip
- Other Address Country
- Dialing Plan
Action
Write

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect CASEpeer and RingCentral to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate RingCentral on the Zapier blog

Make work flow with AI

Level up your CASEpeer to RingCentral integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about CASEpeer + RingCentral integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CASEpeer and RingCentral

How can I integrate CASEpeer with RingCentral?

You can integrate CASEpeer with RingCentral using our platform to set up automated workflows. By configuring triggers in CASEpeer, such as new client data or updated case notes, you can initiate actions in RingCentral like sending notifications or updating contact information.

What triggers are available for CASEpeer in the integration?

In the integration between CASEpeer and RingCentral, you can use various triggers like new cases created, updated case statuses, or appointment scheduling changes. These triggers enable automated actions within RingCentral, such as sending notifications or initiating calls.

What actions can be performed in RingCentral through this integration?

Through the integration with CASEpeer, actions in RingCentral include sending voice messages, creating or updating contacts, and establishing conference calls. These actions are initiated by the triggers set up in your CASEpeer account.

Is it possible to customize the workflows between CASEpeer and RingCentral?

Yes, our platform allows you to customize workflows according to your specific needs. You can select which triggers from CASEpeer will initiate corresponding actions in RingCentral, ensuring a seamless and tailored experience.

Do I need technical expertise to set up the integration between CASEpeer and RingCentral?

No technical expertise is required to set up the integration between CASEpeer and RingCentral. Our user-friendly interface guides you through selecting triggers and corresponding actions step-by-step.

Can I update contact information in RingCentral when a client's detail changes in CASEpeer?

Absolutely! By setting up a trigger for client detail updates in CASEpeer, you can automatically update contact information within RingCentral without manual intervention.

How do I handle failed actions during an automated workflow between CASEpeer and RingCentral?

If an action fails during an automated workflow between CASEpeer and RingCentral, our platform will notify you immediately. You can then adjust your settings or retry the action manually as needed.

About CASEpeer

Case and practice management software for personal injury attorneys

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About RingCentral

RingCentral provides cloud-based communication system to modern businesses of all sizes. The system enables companies with voice, SMS, video, Fax, and team collaboration services on all major desktop and mobile platforms. All devices, services, and users can be managed through our PBX and administrative capability designed for Enterprise IT.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

Connect CASEpeer and RingCentral to unlock the power of automation

Set up your first integration

Create new RingCentral contacts from new CASEpeer cases

Create new RingCentral contacts from new CASEpeer cases

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect CASEpeer and RingCentral to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate RingCentral on the Zapier blog

3 ways to automate RingCentral with Zapier

Make work flow with AI

Frequently Asked Questions about CASEpeer + RingCentral integrations

Connect CASEpeer to RingCentral on the world's largest no-code automation platform