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Integrate Levitate with CASEpeer to automate your work

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CASEpeerCASEpeer
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Levitate with CASEpeer - no code necessary. See how you can get setup in minutes.

Select a trigger from Levitate

A trigger is an event that starts your Zap and runs the workflow."
A trigger is the event that kicks off your automated workflow.

Setup an action from CASEpeer

An action is what takes place after the automation is triggered. For example, with CASEpeer, the action could be "Create Case."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Levitate to CASEpeer

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Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Levitate to CASEpeer integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn more
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Connect Levitate and CASEpeer to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Levitate and CASEpeer to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Choose an Action

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.

    • Contact ID in Source System
      Required
    • Last Name
    • First Name
    • Full Name
    • Email Addresses
    • Phone Numbers
    • Address Line 1
    • Address Line 2
    • Address City
    • Address State / Province
    • Address Postal Code
    • Address Country
    • Tags
    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 Type
      Required
    • Phone Type
      Required
    • Date Of Injury
      Required
    • Phone Number
      Required
    • First Name
      Required
    • Last Name
      Required
    • Middle Name
    • Email
    • Nick Name
    • Source Type
    • Source Detail
    • Date of Birth
    • Language
    • Incident Description
    • Description of Injuries
    • Case Status
      Required
    Action
    Write
    • Donor Name
      Required
    • Donor Email
      Required
    • Donation Amount
      Required
    • Donation Date
    • Donation Type
    • Campaign
    • Donation Stage
    • External ID
    • Donor ID
    Action
    Write
  • CASEpeer triggers, actions, and search
    Received Client Text Message

    Triggers when a client sends a text message.

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

    Triggers when a new lead is captured.

    Trigger
    Instant
    Try It
    • Case Note
      Required
    • Case
      Required
    Action
    Write
levitate logo
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About Levitate
Our Happiness Platform combines authentic communication tools, dedicated success specialists and AI to help you build lasting relationships.
Learn moreHelp
Related categories
  • CRM (Customer Relationship Management)
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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