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 Google Sheets.
Choose the Trigger Event and click Continue. This example uses a New or Updated Spreadsheet Row.
Connect the Google Sheets Account and click Continue.
Navigate to Google Sheets and create the spreadsheet with Sample Data to test.
Choose the Existing Spreadsheet from Google Sheets.
Select which Sheet Zapier will be connected to and click Continue.
Select the Google Sheets Spreadsheet record that you will use to map your CASEpeer fields.
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 CASEpeer.
Choose the Action Event and click Continue. Select Create Case.
Connect the CASEpeer Account and click Continue.
NOTE: Use an intermediate search step to find the case type ID:
Click the + to Add Step
Search and select the App where the Action Event will take place. Select CASEpeer.
Choose the Action Event and click Continue. Select Case Type Search.
Click + to bring in the case type example from your Google Sheets Spreadsheet.
Select Test Step.
Select Continue.
Match the Corresponding Fields from the Google Spreadsheet to the CASEpeer Lead Fields. Some fields will be optional.
Below is an example of the matched fields.
Once all fields have been matched, click Continue.
Click Test & Continue.
Click Publish after a successful test.
A confirmation message will appear once the Zap has been successfully turned on.
