Podium CASEpeer

Podium + CASEpeer Integrations, Built by an AI Agent

Put Podium + CASEpeer to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Podium and CASEpeer below — describe the exact one you want above and the Agent builds it on demand.

Podium + CASEpeer When a client sends a text message in CASEpeer, log SMS communication histories in Podium. See details
Send text messages to newly created leads When a new lead is created in CASEpeer, automatically send a welcome SMS via Podium to establish immediate contact. See details
Log inbound calls and missed calls in CRM When an inbound call or missed call occurs in Podium, automatically log the activity on the contact's record in CASEpeer. See details
Dispatch text confirmations on won deals When a deal is won in CASEpeer, send an automated SMS via Podium to confirm details with the client. See details

Browse the full workflow library →

Looking to achieve something else with Podium and CASEpeer?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Podium and CASEpeer

Everything Podium and CASEpeer can do inside a workflow — the triggers that start one and the actions that run when it fires.

Podium Explore Podium →

Podium is a local business messaging platform that aggregates customer communications, text messages, online reviews, and payments into one inbox.

Triggers
New Campaign

Triggers when a campaign is created.

New Invoice

Triggers when a new invoice is created.

New Paid Invoice

Triggers when an invoice is paid by the contact via the invoice link. Marking an invoice as paid in the app will not fire this trigger.

New Refunded Invoice

Triggers when there is a refund on an invoice.

New Review

Triggers when a customer submits a review for your business from a Podium review invite.

New Review Invite

Triggers when a new review invite is created.

Actions
Cancel an Invoice

Cancel an invoice.

Create an Invoice

Creates a new invoice.

Process an Event by the Data Feed

Process a single event by the data feed. *Warning: This is an advanced action and you must work with support@podium.com to configure.

Process a List of Events by the Data Feed

Process a list of events by the data feed . *Warning: This is an advanced action and you must work with support@podium.com to configure.

Refund an Invoice

Refund an amount on an invoice

Send Message

Send a Message.

CASEpeer Explore CASEpeer →

CASEpeer is a practice management and CRM software designed specifically for personal injury law firms to manage legal cases and clients.

Triggers
Case Status Change

Triggers when a case changes status.

Received Client Text Message

Triggers when a client sends a text message.

New Case

Triggers when a new case is created.

New Lead

Triggers when a new lead is captured.

Actions
Create Case

Creating a case action

Create Case Note

Create a case note on the specified case

Create Case Task

Creates a case task

Create Lead

Creating a lead action

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Customer Stories

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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Podium + CASEpeer

Is there a pre-built Podium + CASEpeer automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Podium and CASEpeer's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Podium or CASEpeer connector?

No. The Agent works whether or not Podium or CASEpeer already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting CASEpeer and Podium help track phone communications?

Inbound calls, text messages, and missed calls handled in Podium can automatically log activities or update lead profiles directly inside CASEpeer.

Can I automate text message follow-ups when deal stages change?

Yes, updating a deal stage in CASEpeer can prompt Podium to send an automated SMS confirmation or message to the client.

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