CASEpeer + RingCentral
Create new RingCentral contacts from new CASEpeer cases
Keep your case management streamlined and your communication tools updated with this efficient workflow. Each time a new case is uploaded into CASEpeer, it instantly creates a corresponding contact in RingCentral. This ensures you're always in the loop with the latest case data and helps you manage your communication threads effectively, saving you valuable time in the process.
Keep your case management streamlined and your communication tools updated with this efficient workflow. Each time a new case is uploaded into CASEpeer, it instantly creates a corresponding contact in RingCentral. This ensures you're always in the loop with the latest case data and helps you manage your communication threads effectively, saving you valuable time in the process.
- When this happens...New Case
Triggers when a new case is created.
- automatically do this!Create Contact
Creates a new external contact in personal address book.
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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
