Create a Zap Using the Client Text Message Trigger

This Zap example will connect CASEpeer to Slack, the trigger is a new client text message and the action is a message in Slack. 

NOTE: To use this Zap, a firm administrator must Activate the Zapier Integration and Turn on Leads in Account Settings.

• Navigate to Zapier and log in.
• Click Create Zap in the left-hand toolbar.

• Name the Zap.

• Search and select the App where the Trigger Event will take place. This example uses CASEpeer.
• Choose the Trigger Event and click Continue. This example uses a New Client Text Message.

• Connect the CASEpeer Account and click Continue.

• Click Test Trigger and click Continue after a successful test.

• Search and select the App where the Action Event will take place. This example uses Slack.
• Choose the Action Event and click Continue. This example will use Send Channel Message.

• Connect the Slack Account and click Continue.

• Select the Channel the Slack message will be sent in and choose the content of the Message. This example contains the client's name, date of loss, case type, text message, and a link to the case.

• Once all the desired fields have been filled in, click Continue.
• Click Test & Continue.
• Click Turn on Zap after a successful test.

• A confirmation message will appear once the Zap has been successfully turned on.

Click here to save a copy of the Zap used in this article to your Zapier Account.