MyCase + OpenPhone

Update and manage OpenPhone contacts when new or updated persons are added in MyCase

Keep your contact management process efficient and up-to-date with this seamless connection between MyCase and OpenPhone. Whenever a person is added or their details are altered in MyCase, it immediately reflects in OpenPhone, either creating a new contact or updating an existing one. This workflow ensures your contact list stays accurate, saving you the time and effort of manual updates.

Keep your contact management process efficient and up-to-date with this seamless connection between MyCase and OpenPhone. Whenever a person is added or their details are altered in MyCase, it immediately reflects in OpenPhone, either creating a new contact or updating an existing one. This workflow ensures your contact list stays accurate, saving you the time and effort of manual updates.

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

    Triggers when a person has been added/updated.

    TriggerInstant
  2. automatically do this!
    OpenPhoneOpenPhone
    Create or Update Contact

    Creates a contact 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
mycase logo
mycase logo

About MyCase

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

Related categories

  • Productivity
openphone logo
openphone logo

About OpenPhone

OpenPhone is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn moreHelp

Related categories

  • Phone & SMS