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Choose an Action
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Quickly connect Dandy to MyCase with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Dandy with MyCase - no code necessary. See how you can get setup in minutes.
Select a trigger from Dandy
A trigger is an event that starts your Zap and runs the 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."
That’s it! You just connected Dandy to MyCase
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Connect Dandy 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.
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.
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.
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.
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.
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.
- Full NameRequired
- Email
- Country Code
- Phone
- Location ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FilterRequired
- Filter ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Called_atRequired
- Caller_phone_numberRequired
- MessageRequired
- ResolvedRequired
- Call_type
- Call_forRequired
- CallerRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MyCase Case To UpdateRequired
- NameRequired
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- NameRequired
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Parent_typeRequired
- Field_typeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- StartRequired
- EndRequired
- All_day
- Private
- Location
- Case
- Required_staffRequired
- Optional_staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- First_nameRequired
- Middle_initial
- Last_nameRequired
- 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- SubjectRequired
- NoteRequired
- DateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Email
- First_nameRequired
- Middle_name
- Last_nameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity_nameRequired
- Description
- Entry_dateRequired
- BillableRequired
- Flat_fee
- RateRequired
- HoursRequired
- Case
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
- NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- NameRequired
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
- Location ID
- Customer IDRequired
- Review SiteRequired
- Send MethodRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MyCase Case To UpdateRequired
- Email
- NameRequired
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- NameRequired
- PathRequired
- DocumentRequired
- Description
- Assigned_date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Activity_nameRequired
- Description
- Entry_dateRequired
- BillableRequired
- CostRequired
- UnitsRequired
- Case
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- MyCase Case To UpdateRequired
- Email
- First_nameRequired
- Middle_name
- Last_nameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Priority
- Due_date
- Completed
- Case
- Staff
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Send MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- TypeRequired
- Search ValueRequired
- NameRequired
- Case_number
- Opened_date
- Case Stage
- Practice Area
- Description
- Sol_date
- Status
- Billing_contact
- People
- Companies
- Staff
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- Email
- NameRequired
- Website
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Main_phone_number
- Fax_phone_number
- Notes
- Cases
- People
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- Email
- First_nameRequired
- Middle_name
- Last_nameRequired
- Line 1
- Line 2
- City
- State
- ZIP Code
- Country
- Cell_phone_number
- Work_phone_number
- Home_phone_number
- Notes
- Birthdate
- Cases
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TypeRequired
- Search ValueRequired
- NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
Related categories