LeadConnector + MyCase

Add or update LeadConnector contacts when new or updated persons appear in MyCase

Maintain a streamlined contact database in LeadConnector with this workflow. Whenever there's an addition or modification of a person in MyCase, it immediately reflects on LeadConnector, ensuring your data stays current and accurate. This process eliminates the need for repetitive manual data entry, paving the way for enhanced business efficiency and productivity.

Maintain a streamlined contact database in LeadConnector with this workflow. Whenever there's an addition or modification of a person in MyCase, it immediately reflects on LeadConnector, ensuring your data stays current and accurate. This process eliminates the need for repetitive manual data entry, paving the way for enhanced business efficiency and productivity.

  1. When this happens...
    MyCaseMyCase
    Person Added or Updated

    Triggers when a person has been added/updated.

    TriggerInstant
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Contact

    Adds or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Called AtRequired

    • Caller Phone NumberRequired

    • MessageRequired

    • ResolvedRequired

    • Call Type

    • Call ForRequired

    • CallerRequired

    Action
    Write
    • MyCase Case To UpdateRequired

    • Name

    • Case Number

    • Opened Date

    • Case Stage

    • Practice Area

    • Description

    • Sol Date

    • Status

    • Billing Contact

    • People

    • Companies

    • Staff

    Action
    Write
leadconnector logo
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

Related categories

  • Marketing Automation

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
mycase logo
mycase logo

About MyCase

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

Related categories

  • Productivity