CASEpeer + Smith.ai Chat

Create leads in CASEpeer from new Smith.ai Chat conversations

Effortlessly capture new leads from your Smith.ai Chat conversations and instantly create them in CASEpeer with this seamless workflow. Whenever a new chat starts within the Smith.ai Chat app, the contact details and chat transcript will be sent to CASEpeer, creating a new lead. Save valuable time and ensure your team always has the most recent information at their fingertips for efficient lead management.

Effortlessly capture new leads from your Smith.ai Chat conversations and instantly create them in CASEpeer with this seamless workflow. Whenever a new chat starts within the Smith.ai Chat app, the contact details and chat transcript will be sent to CASEpeer, creating a new lead. Save valuable time and ensure your team always has the most recent information at their fingertips for efficient lead management.

  1. When this happens...
    Smith.ai ChatSmith.ai Chat
    New Chat

    Triggers when a new chat is created.

    TriggerScheduled
  2. automatically do this!
    CASEpeerCASEpeer
    Create Lead

    Creating a lead action

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
    • TaskRequired

    • Priority

    • CaseRequired

    • Created ByRequired

    • Assigned ToRequired

    • Urgent

    • Due DateRequired

    • Date To Show

    Action
    Write
casepeer logo
casepeer logo

About CASEpeer

Case and practice management software for personal injury attorneys
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
smithai-chat logo
smithai-chat logo

About Smith.ai Chat

Smith.ai Chat is a live chat + AI chatbot service. Capture more quality leads for your businesses via web chat, text message, and Facebook.
Help

Related categories

  • Customer Support