Zapier is a platform that allows you to connect your favorite web apps and move information between them automatically. Within Zapier, you can create “Zaps” or automations that connect CASEpeer to apps like Gmail, Slack, and many others using trigger events and action events.
If a trigger event happens in the trigger app, then an action event happens in the action app. CASEpeer has multiple trigger events that can automate actions in other connected apps. Some CASEpeer triggers include:
If your firm uses web apps like Google Forms or Gravity Forms to capture new leads, and you want those leads coming into CASEpeer, you can also use CASEpeer’s action event to create new leads in CASEpeer.
Law firms want to trigger emails based on events triggered in CASEpeer, their personal injury case management software. A few examples are:
Common mail applications CASEpeer can talk to via Zapier are:
Or firms can automate actions through marketing email apps including:
CASEpeer also has native email integrations with Microsoft Outlook and Mailchimp.
Tracking leads and connecting with them quickly is essential for plaintiff injury law firms. Most firms will have many different ways of aggregating leads, including website forms, chat bots, Facebook forms, and more. CASEpeer has several native integrations specific to lead creation, and with Zapier, the options are limitless.
The most common zaps used to automatically push leads into CASEpeer are:
Law firms also use the CASEpeer Zapier integration to trigger actions when a lead is added to CASEpeer. For example:
Most personal injury law firms rely on team chat applications for internal communications. With Zapier, key activity in CASEpeer can now send messages to individuals, groups, or channels, depending on your app of choice. A few use cases include:
Common team chat apps CASEpeer can connect with via Zapier are:
Some firms choose to use CASEpeer alongside other collaboration and task management tools, especially when communicating with their marketing and business development teams. They use Zapier to automate activity like:
Frequently used collaboration tools CASEpeer integrates with via Zapier are:
These are just a few way law firms are harnessing CASEpeer's Zapier integration. They are working even faster than before, automating key actions between CASEpeer and their other favorite apps.