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  • MyCase logoMyCase logo

Jotform + MyCase

Create new leads in MyCase from new submissions in Jotform

Streamline your lead management process with this seamless workflow. Each time a new submission is received in JotForm, a lead is created in MyCase, ensuring no potential business opportunity slips through the cracks. Save time, enhance efficiency and elevate your client relationship management with this JotForm-to-MyCase connection.

Streamline your lead management process with this seamless workflow. Each time a new submission is received in JotForm, a lead is created in MyCase, ensuring no potential business opportunity slips through the cracks. Save time, enhance efficiency and elevate your client relationship management with this JotForm-to-MyCase connection.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    MyCaseMyCase
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
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jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

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About MyCase

MyCase is legal case management software for unparalleled productivity.

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