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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate CASEpeer with Levitate - no code necessary. See how you can get setup in minutes.
Select a trigger from CASEpeer
A trigger is an event that starts your Zap and runs the workflow. For example, with CASEpeer, a trigger could be "Case Status Change."
Setup an action from Levitate
An action is what takes place after the automation is triggered. For example, with Levitate, the action could be "Create or Update Levitate Contact."
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Case Status Change
Triggers when a case changes status.
Try ItTriggerInstant - New Case
Triggers when a new case is created.
Try ItTriggerInstant - 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
ActionWrite- TaskRequired
- Priority
- CaseRequired
- Created ByRequired
- Assigned ToRequired
- Urgent
- Due DateRequired
- Date To Show
ActionWrite
- Received Client Text Message
Triggers when a client sends a text message.
Try ItTriggerInstant - New Lead
Triggers when a new lead is captured.
Try ItTriggerInstant - Case NoteRequired
- CaseRequired
ActionWrite- First NameRequired
- Last NameRequired
- Email
- Phone NumberRequired
- Phone ext.
- Call Time
- Source
- Date Of InjuryRequired
- Accident Type
- Description of Injuries
- Description of Accident
- Source Number
- Patched To
- Patched From
- Write in Date of Incident
- Caller
- General Description
ActionWrite
Related categories
Related categories