AnswerConnect + MyCase

Create leads in MyCase from new messages in AnswerConnect

When a new message comes through in AnswerConnect, this workflow instantly creates a lead in MyCase. This automation ensures timely follow-up with potential clients, nurturing your leads and saving you time in the process. It eliminates the manual task of transferring data, keeping your work more streamlined and efficient.

When a new message comes through in AnswerConnect, this workflow instantly creates a lead in MyCase. This automation ensures timely follow-up with potential clients, nurturing your leads and saving you time in the process. It eliminates the manual task of transferring data, keeping your work more streamlined and efficient.

  1. When this happens...
    AnswerConnectAnswerConnect
    New Message

    Triggers when a new message is taken.

    TriggerInstant
  2. automatically do this!
    MyCaseMyCase
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • AnswerConnect triggers, actions, and search

    New Message

    Triggers when a new message is taken.

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Called AtRequired

    • Caller Phone NumberRequired

    • MessageRequired

    • ResolvedRequired

    • Call Type

    • Call ForRequired

    • CallerRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • NameRequired

    • Case Number

    • Opened Date

    • Case Stage

    • Practice Area

    • Description

    • Sol Date

    • Status

    • Billing Contact

    • People

    • Companies

    • Staff

    Action
    Write
answerconnect logo
answerconnect logo

About AnswerConnect

AnswerConnect is a 24*7 live answering service that accepts inbound customer calls your business receives, assists your customers and helps them schedule appointments with your business.
Learn more

Related categories

  • Customer Support
mycase logo
mycase logo

About MyCase

MyCase is legal case management software for unparalleled productivity.
Learn more

Related categories

  • Productivity