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Connect Birdeye and MyCase to unlock the power of automation

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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Set up your first integration

Quickly connect Birdeye to MyCase with a Zapier template.

Our most popular template

Manage new or updated MyCase persons by creating customers in Birdeye
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MyCase + Birdeye
Create new Birdeye customers from newly added or updated MyCase cases
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MyCase + Birdeye
Create Birdeye customers from newly added or updated MyCase leads
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MyCase + Birdeye

Manage new or updated MyCase persons by creating customers in Birdeye

MyCase + Birdeye

Create new Birdeye customers from newly added or updated MyCase cases

MyCase + Birdeye

Create Birdeye customers from newly added or updated MyCase leads

MyCase + Birdeye

How Zapier works

Zapier makes it easy to integrate Birdeye with MyCase - no code necessary. See how you can get setup in minutes.

Select a trigger from Birdeye

A trigger is an event that starts your Zap and runs the workflow. For example, with Birdeye, a trigger could be "New Appointment."

A trigger is the event that kicks off your automated workflow.

Setup an action from MyCase

An action is what takes place after the automation is triggered. For example, with MyCase, the action could be "Create Call."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Birdeye to MyCase

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Birdeye to MyCase integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Birdeye and MyCase to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Business number
  Required
Trigger
Instant
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New Canceled Invoice
Triggers when a payment request is canceled in birdeye
Trigger
Instant
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- Business number
  Required
Trigger
Instant
Try It
- Business number
  Required
Trigger
Instant
Try It
- Business number
  Required
- CRM Name
Trigger
Instant
Try It

- Business number
  Required
Trigger
Instant
Try It
- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
  Required
- Phone
  Required
- Gender
- Business number
  Required
- Appointment Id
  Required
- Provider Id
- Provider First Name
- Provider Last Name
- Start Time
  Required
- End Time
- Appointment Type Id
- Appointment Type
- Duration
- Reason To Visit
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- Action
- CRM Name
Action
Write

- First Name
  Required
- Last Name
- Email
  Required
- Phone
  Required
- Total Amount
  Required
- Invoice Created Date
- Invoice Number
- Custom Fields
- Tags
- Invoice Due Date
- Invoice Item Desc
- Attachment URL
- External Reference ID
- Delay In Hours
- Email Template
- Send Email
- Send Immediately
- Send Text
- Text Template
- CRM Name
- Crm Doc Id
- CRM CustomerId
- External Tracking Id
- Automation User
  Required
Action
Write
- Business Number
  Required
- Customer Id
  Required
Action
Write
- Business number
  Required
- Appointment Id
  Required
- Action
- Start Time
  Required
- End Time
- Duration
- Appointment Type Id
- Appointment Type
- Provider Id
- Provider First Name
- Provider Last Name
- ClientId
  Required
- First Name
  Required
- Last Name
- Date of Birth
- Email
  Required
- Phone
  Required
- Gender
- Notes
- Guardian Id
- Guardian First Name
- Guardian Last Name
- Guardian Dob
- Guardian Gender
- Guardian Email
- Guardian Phone
- Source
- Timezone
- CRM Name
Action
Write
- Action
Trigger
Instant
Try It
- Action
Trigger
Instant
Try It
- Called_at
  Required
- Caller_phone_number
  Required
- Message
  Required
- Resolved
  Required
- Call_type
- Call_for
  Required
- Caller
  Required
Action
Write
- MyCase Case To Update
  Required
- Name
  Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Write
- Email
  Required
- Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Write
- Name
  Required
- Parent_type
  Required
- Field_type
  Required
Action
Write
- Name
  Required
- Description
- Start
  Required
- End
  Required
- All_day
- Private
- Location
- Case
- Required_staff
  Required
- Optional_staff
Action
Write
- Email
  Required
- First_name
  Required
- Middle_initial
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Lead_details
- Birthdate
- Drivers_license_number
- Drivers_license_state
- Referral_source_reference
- Referred_by
Action
Write
- Type
  Required
- Subject
  Required
- Note
  Required
- Date
  Required
Action
Write
- Email
  Required
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
Action
Write
- Name
  Required
Action
Write
- Activity_name
  Required
- Description
- Entry_date
  Required
- Billable
  Required
- Flat_fee
- Rate
  Required
- Hours
  Required
- Case
- Staff
Action
Write
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write
- Type
  Required
- Search Value
  Required
- Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Search or write
- Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write

- Business number
  Required
Trigger
Instant
Try It
- Business number
  Required
Trigger
Instant
Try It
New Refund
Triggers when a new refund is created in birdeye
Trigger
Instant
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New Invoice
Triggers when a new invoice is created in birdeye
Trigger
Instant
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New Payment
Triggers when a new payment is created in birdeye
Trigger
Instant
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- Business number
  Required
Trigger
Instant
Try It
- Business Id
  Required
- First Name
  Required
- Last Name
- Customer Email
- Phone
  Required
- External Reference ID
- Custom Fields
- Referred By Code
- Referred By Email
- Referred By Phone
- Employee First Name
- Employee Last Name
- Employee Email Id
- Employee Phone Number
- CRM Name
Action
Write
- Appointment Id
  Required
- Appointment Id
  Required
- Business number
  Required
- Action
  Required
- Appointment Status
  Required
Action
Write
- Crm Doc Id
- CRM Name
- CRM CustomerId
- External Reference ID
- Notes
- Paid Date
- User Id
Action
Write
- Action
Trigger
Instant
Try It
- Action
Trigger
Instant
Try It
- Action
Trigger
Instant
Try It
- Name
  Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Write
- Name
  Required
Action
Write
- MyCase Case To Update
  Required
- Email
  Required
- Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Write
- Type
  Required
- Name
  Required
- Path
  Required
- Document
  Required
- Description
- Assigned_date
Action
Write
- Activity_name
  Required
- Description
- Entry_date
  Required
- Billable
  Required
- Cost
  Required
- Units
  Required
- Case
- Staff
Action
Write
- Name
  Required
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
Action
Write
- MyCase Case To Update
  Required
- Email
  Required
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
Action
Write
- Name
  Required
Action
Write
- Name
  Required
- Description
- Priority
- Due_date
- Completed
- Case
- Staff
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
Action
Search
- Type
  Required
- Search Value
  Required
- Name
  Required
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
Action
Search or write
- Type
  Required
- Search Value
  Required
- Email
  Required
- Name
  Required
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
Action
Search or write
- Type
  Required
- Search Value
  Required
- Email
  Required
- First_name
  Required
- Middle_name
- Last_name
  Required
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
Action
Search or write
- Type
  Required
- Search Value
  Required
- Name
  Required
Action
Search or write

About Birdeye

Birdeye is an all-in-one customer experience platform. Over 80,000 businesses use Birdeye every day to attract new leads with Listings, Reviews and Referrals, convert them into customers with Webchat and Payments, and delight those customers with Surveys, Ticketing, and Insights - all in one place.

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About MyCase

MyCase is legal case management software for unparalleled productivity.

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