MyCase and Salesflare
How to connect MyCase
- Via Zapier — 42 operations available. Set it up ↗
- Via Make — 0 modules available. Set it up ↗
What you can automate
- When company Added or Updated in MyCase, find or create account in Salesflare.
- When lead Added or Updated in MyCase, find or create contact in Salesflare.
- When person Added or Updated in MyCase, find or create contact in Salesflare.
- When new Account in Salesflare, create Company in MyCase.
- When new Task in Salesflare, create Task in MyCase.
About MyCase
MyCase is legal case management software for unparalleled productivity.
MyCase operations on Zapier
Triggers (5)
Start a workflow when this happens
- Case Added or Updated — Triggers when a case has been added/updated.
- Company Added or Updated — Triggers when a company has been added/updated.
- Event Added or Updated — Triggers when an event has been added/updated.
- Lead Added or Updated — Triggers when a lead has been added/updated.
- Person Added or Updated — Triggers when a person has been added/updated.
Actions (27)
Things Salesflare can make it do
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Create Call — Creates a new Call.
- Create Case — Creates a new Case.
- Create Case Stage — Creates a new Case Stage.
- Create Company — Creates a new Company.
Show 22 more actions
- Create Custom Field — Creates a new Custom Field.
- Create Document — Creates a new Document.
- Create Event — Creates a new Event.
- Create Expense — Creates a new Expense.
- Create Lead — Creates a new lead.
- Create Location — Creates a new Location.
- Create Note — Creates a new note.
- Create Person — Creates a new Person.
- Create Practice Area — Creates a new Practice Area.
- Create Referral Source — Creates a new Referral Source.
- Create Task — Creates a new Task.
- Create Time Entry — Creates a new Time Entry.
- Find or Create Case — Finds a case.
- Find or Create CaseStage — Finds a Case Stage.
- Find or Create Company — Finds a company.
- Find or Create Location — Finds a Location.
- Find or Create Person — Finds a person.
- Find or Create Practice Area — Finds a Practice Area.
- Find or Create ReferralSource — Finds a referral source.
- Update Case — Updates an Exisiting Case.
- Update Company — Updates an Exisiting Company.
- Update Person — Updates an Exisiting Person.
Searches (10)
Look up existing records
- Find Caller — Finds a caller.
- Find Case — Finds a case.
- Find Case Stage — Finds a Case Stage.
- Find Company Contact — Finds a company.
- Find Location — Finds a Location.
Show 5 more searches
- Find People Group — Finds a People Group.
- Find Person Contact — Finds a person.
- Find Practice Area — Finds a Practice Area.
- Find Referral Source — Finds a referral source.
- Find Staff — Finds a staff.
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