MyCase and Salesflare
How to connect MyCase
- Via Zapier — 42 operations available. Set it up ↗
- Via Make — Connect it on Make. 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.
Similar apps
Zapier Chrome extension Run workflows right from your browser. Include the URL & Title of the current page or add fields…
Process Street Make recurring work fun, fast, and faultless
Akiflow Akiflow is an app that allows you to collect tasks from multiple sources and plan them.
Lark Lark is the next-generation collaboration suite that enables teams to do their best work togethe…
Aryeo The Industry Leading Real Estate Content Platform. Manage, share, and collaborate on the content…
Ninety Ninety is a platform that helps organizations execute their strategies by aligning goals, managi…
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free