Create Google Chat messages for new client text messages received in CASEpeer
Effortlessly stay updated on client communications with this seamless workflow. Once a client text message is received in CASEpeer, it instantly creates a message in Google Chat, ensuring you never miss important information and can collaborate effectively with your team members. Streamline your law firm's client communication process with this simple yet powerful automation.
Effortlessly stay updated on client communications with this seamless workflow. Once a client text message is received in CASEpeer, it instantly creates a message in Google Chat, ensuring you never miss important information and can collaborate effectively with your team members. Streamline your law firm's client communication process with this simple yet powerful automation.
- When this happens...Received Client Text Message
Triggers when a client sends a text message.
- automatically do this!Create Message
Create a message in Hangouts Chat.
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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