CASEpeer + Google Sheets
Create spreadsheet rows in Google Sheets for new cases in CASEpeer
Boost your efficiency and stay organized with this automation. Whenever a new case is added in CASEpeer, a new row is instantly created within your chosen Google Sheets spreadsheet. This simple workflow ensures you have a detailed record of all your cases, providing an easy-to-access log for streamlined case management.
Boost your efficiency and stay organized with this automation. Whenever a new case is added in CASEpeer, a new row is instantly created within your chosen Google Sheets spreadsheet. This simple workflow ensures you have a detailed record of all your cases, providing an easy-to-access log for streamlined case management.
- When this happens...New Case
Triggers when a new case is created.
- automatically do this!Create Spreadsheet Row
Create a new row in a specific spreadsheet.
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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
