CASEpeer integration with Microsoft Outlook
How to Create and send Microsoft Outlook emails for new CASEpeer leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create and send Microsoft Outlook emails for new CASEpeer leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate CASEpeer integrations
CASEpeer actions
Nekton can use any feature that is available in CASEpeer API.
Using our advanced AI, you can easily create custom automations for CASEpeer.
Here are some typical actions you can do in your automated workflows.
Create Lead
Creating a lead action
Case Status Change
Triggers when a case changes status.
New Lead
Triggers when a new lead is captured.
Received Client Text Message
Triggers when a client sends a text message.
About CASEpeer
Case and practice management software for personal injury attorneys