MyCase + Slack

Send channel messages in Slack when new or updated leads are added in MyCase

Stay updated with your leads on MyCase in real-time by sending instant notifications to your Slack channel. This automation kicks into action whenever a lead is added or updated in MyCase, instantly sharing a message in your specified Slack channel. Keep your team in the loop and improve your workflow productivity without the need for additional steps.

Stay updated with your leads on MyCase in real-time by sending instant notifications to your Slack channel. This automation kicks into action whenever a lead is added or updated in MyCase, instantly sharing a message in your specified Slack channel. Keep your team in the loop and improve your workflow productivity without the need for additional steps.

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

    Triggers when a lead has been added/updated.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    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
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mycase logo

About MyCase

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

Related categories

  • Productivity
slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn more

Related categories

  • Team Chat

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