LeadConnector + MyCase
Create new MyCase cases when LeadConnector stages change
Shift your focus from manual data entry and invest it into more meaningful tasks! With this automation workflow, any time a Pipeline Stage changes in the LeadConnector, a new case will be created in MyCase. This allows you to readily track process changes and client updates in real-time, ensuring a systematic and seamless flow of information. Enjoy improved business efficiency and better client management with this simple yet powerful tool.
Shift your focus from manual data entry and invest it into more meaningful tasks! With this automation workflow, any time a Pipeline Stage changes in the LeadConnector, a new case will be created in MyCase. This allows you to readily track process changes and client updates in real-time, ensuring a systematic and seamless flow of information. Enjoy improved business efficiency and better client management with this simple yet powerful tool.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Case
Creates a new Case.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
ActionRequired
Try It
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
Date Of Birth
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
ActionRequired
Try It
