CASEpeer + Google Sheets

Create CASEpeer case notes from new or updated Google Sheets rows

Keep your case notes up to date with this seamless workflow between Google Sheets and CASEpeer. When a new or updated row is detected in Google Sheets, a case note will be created in CASEpeer, ensuring all relevant information is easily accessible and organized. Save time and stay focused on what matters by automating this essential task.

Keep your case notes up to date with this seamless workflow between Google Sheets and CASEpeer. When a new or updated row is detected in Google Sheets, a case note will be created in CASEpeer, ensuring all relevant information is easily accessible and organized. Save time and stay focused on what matters by automating this essential task.

  1. When this happens...
    Google SheetsGoogle Sheets
    New or Updated Spreadsheet Row

    Triggers when a new row is added or modified in a spreadsheet.

    TriggerInstant
  2. automatically do this!
    CASEpeerCASEpeer
    Create Case Note

    Create a case note on the specified case

    ActionWrite
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Supported triggers and actions

    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    Trigger
    Scheduled
    Try It
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Column NameRequired

    • Index

    Action
    Write
    • No Team Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Instant
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Drive

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
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casepeer logo

About CASEpeer

Case and practice management software for personal injury attorneys
Learn more

Related categories

  • CRM (Customer Relationship Management)

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google-sheets logo
google-sheets logo

About Google Sheets

Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.

Related categories

  • Google
  • Spreadsheets

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