CASEpeer + Gravity Forms

Create CASEpeer leads from new Gravity Forms submissions

Easily manage leads from Gravity Forms submissions with this efficient workflow. When a new form is submitted in Gravity Forms, a lead will be immediately created in CASEpeer. This seamless process saves you time and ensures that all vital information is captured and organized appropriately in your case management system.

Easily manage leads from Gravity Forms submissions with this efficient workflow. When a new form is submitted in Gravity Forms, a lead will be immediately created in CASEpeer. This seamless process saves you time and ensures that all vital information is captured and organized appropriately in your case management system.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    CASEpeerCASEpeer
    Create Lead

    Creating a lead action

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Action
    Write
  • CASEpeer triggers, actions, and search

    Case Status Change

    Triggers when a case changes status.

    Trigger
    Instant
    Try It
  • CASEpeer triggers, actions, and search

    New Case

    Triggers when a new case is created.

    Trigger
    Instant
    Try It
    • Case 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

    Action
    Write
casepeer logo
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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gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn more

Related categories

  • Forms & Surveys
  • WordPress

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